Morton Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
4,730
-300
| -6% | -$102K | 0.28% | 35 |
|
|
2025
Q1 | $1.54M | Sell |
5,030
-5
| -0.1% | -$1.53K | 0.3% | 30 |
|
|
2024
Q4 | $1.62M | Sell |
5,035
-30
| -0.6% | -$9.67K | 0.31% | 29 |
|
|
2024
Q3 | $1.59M | Buy |
5,065
+43
| +0.9% | +$13.5K | 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% | +$28.1K | 0.39% | 26 |
|
|
2023
Q3 | $1.15M | Hold |
4,915
| – | – | 0.41% | 25 |
|
|
2023
Q2 | $1.2M | Buy |
4,915
+6
| +0.1% | +$1.46K | 0.41% | 26 |
|
|
2023
Q1 | $1.11M | Buy |
4,909
+8
| +0.2% | +$1.8K | 0.39% | 27 |
|
|
2022
Q4 | $1.03M | Buy |
4,901
+18
| +0.4% | +$3.79K | 0.4% | 28 |
|
|
2022
Q3 | $963K | Hold |
4,883
| – | – | 0.44% | 21 |
|
|
2022
Q2 | $1.01M | Sell |
4,883
-1,055
| -18% | -$219K | 0.44% | 23 |
|
|
2022
Q1 | $1.48M | Buy |
5,938
+7
| +0.1% | +$1.75K | 0.61% | 14 |
|
|
2021
Q4 | $1.57M | Buy |
+5,931
| New | +$1.57M | 0.63% | 13 |
|