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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Sell	45,061 -2,255	-5%	-$525K	1.49%	12
2026 Q1	$10.1M	Sell	47,316 -2,118	-4%	-$464K	1.5%	11
2025 Q4	$10.4M	Sell	49,434 -2,727	-5%	-$563K	1.6%	10
2025 Q3	$10.6M	Buy	52,161 +551	+1%	+$110K	1.74%	10
2025 Q2	$10M	Buy	51,610 +4,726	+10%	+$875K	1.78%	10
2025 Q1	$8.82M	Buy	46,884 +4,066	+9%	+$774K	1.7%	10
2024 Q4	$7.93M	Buy	42,818 +5,701	+15%	+$1.09M	1.49%	11
2024 Q3	$7.04M	Sell	37,117 -1,844	-5%	-$336K	1.39%	11
2024 Q2	$6.8M	Buy	38,961 +31	+0.1%	+$5.42K	1.61%	11
2024 Q1	$6.97M	Buy	38,930 +1,148	+3%	+$194K	1.88%	10
2023 Q4	$6.24M	Buy	37,782 +34,593	+1,085%	+$5.34M	1.85%	10
2023 Q3	$484K	Buy	3,189 +1,739	+120%	+$276K	0.17%	52
2023 Q2	$229K	Sell	1,450 -270	-16%	-$41.3K	0.08%	82
2023 Q1	$262K	Sell	1,720 -151	-8%	-$23.3K	0.09%	72
2022 Q4	$284K	Hold	1,871	–	–	0.11%	69
2022 Q3	$254K	Hold	1,871	–	–	0.12%	69
2022 Q2	$271K	Hold	1,871	–	–	0.12%	70
2022 Q1	$311K	Sell	1,871 -301	-14%	-$49.4K	0.13%	65
2021 Q4	$365K	Buy	+2,172	New	+$356K	0.15%	59

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Morton Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.8% in Q2 2026, selling an estimated $525K and leaving 45,061 shares worth $10.9M. The position accounts for 1.49% of the portfolio, ranked #12.

Morton Capital Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 622 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Morton Capital Management held 45,061 shares of iShares Russell 1000 Value ETF worth $10.9M as of Q2 2026.
Morton Capital Management sold 2,255 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $525K.
iShares Russell 1000 Value ETF made up 1.49% of Morton Capital Management's portfolio in Q2 2026, its #12 holding.
Morton Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
622 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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