Morton Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.06M	Buy	5,039 +309	+7%	+$122K	0.28%	31
2026 Q1	$1.69M	Hold	4,730	–	–	0.25%	34
2025 Q4	$1.77M	Hold	4,730	–	–	0.27%	34
2025 Q3	$1.73M	Hold	4,730	–	–	0.28%	36
2025 Q2	$1.61M	Sell	4,730 -300	-6%	-$94.2K	0.28%	35
2025 Q1	$1.54M	Sell	5,030 -5	-0.1%	-$1.62K	0.3%	30
2024 Q4	$1.62M	Sell	5,035 -30	-0.6%	-$9.72K	0.31%	29
2024 Q3	$1.59M	Buy	5,065 +43	+0.9%	+$13K	0.31%	30
2024 Q2	$1.49M	Hold	5,022	–	–	0.35%	27
2024 Q1	$1.45M	Hold	5,022	–	–	0.39%	27
2023 Q4	$1.32M	Buy	5,022 +107	+2%	+$26.2K	0.39%	26
2023 Q3	$1.15M	Hold	4,915	–	–	0.41%	25
2023 Q2	$1.2M	Buy	4,915 +6	+0.1%	+$1.38K	0.41%	26
2023 Q1	$1.11M	Buy	4,909 +8	+0.2%	+$1.76K	0.39%	27
2022 Q4	$1.03M	Buy	4,901 +18	+0.4%	+$3.81K	0.4%	28
2022 Q3	$963K	Hold	4,883	–	–	0.44%	21
2022 Q2	$1.01M	Sell	4,883 -1,055	-18%	-$238K	0.44%	23
2022 Q1	$1.48M	Buy	5,938 +7	+0.1%	+$1.73K	0.61%	14
2021 Q4	$1.57M	Buy	+5,931	New	+$1.53M	0.63%	13

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Morton Capital Management's IWB Position: Q2 2026 in Review

Morton Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 6.5% in Q2 2026, buying an estimated $122K and bringing the position to 5,039 shares worth $2.06M. The position accounts for 0.28% of the portfolio, ranked #31.

Morton Capital Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Morton Capital Management held 5,039 shares of iShares Russell 1000 ETF worth $2.06M as of Q2 2026.
Morton Capital Management bought 309 iShares Russell 1000 ETF shares in Q2 2026, an estimated $122K.
iShares Russell 1000 ETF made up 0.28% of Morton Capital Management's portfolio in Q2 2026, its #31 holding.
Morton Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.