Morton Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Morton Capital Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Hold	12,607	–	–	0.21%	38
2025 Q4	$1.55M	Buy	12,607 +587	+5%	+$71.8K	0.24%	37
2025 Q3	$1.45M	Buy	12,020 +7,310	+155%	+$841K	0.24%	38
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%	71
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	+$311K	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	+$243K	0.1%	77

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morton Capital Management's IVW Position: Q1 2026 in Review

Morton Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 12,607 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #38.

Morton Capital Management first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Morton Capital Management held 12,607 shares of iShares S&P 500 Growth ETF worth $1.43M as of Q1 2026.
Morton Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.21% of Morton Capital Management's portfolio in Q1 2026, its #38 holding.
Morton Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Morton Capital Management's iShares S&P 500 Growth ETF position peaked at $1.55M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.