Morton Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
4,710
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $437K | Hold |
4,710
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $478K | Hold |
4,710
| – | – | 0.09% | 70 |
|
|
2024
Q3 | $451K | Hold |
4,710
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $436K | Hold |
4,710
| – | – | 0.1% | 64 |
|
|
2024
Q1 | $398K | Hold |
4,710
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $354K | Hold |
4,710
| – | – | 0.11% | 71 |
|
|
2023
Q3 | $322K | Hold |
4,710
| – | – | 0.11% | 68 |
|
|
2023
Q2 | $332K | Buy |
+4,710
| New | +$332K | 0.11% | 69 |
|
|
2022
Q2 | – | Sell |
-3,020
| Closed | -$231K | – | 86 |
|
|
2022
Q1 | $231K | Hold |
3,020
| – | – | 0.09% | 76 |
|
|
2021
Q4 | $253K | Buy |
+3,020
| New | +$253K | 0.1% | 75 |
|