Morton Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.6M | Buy |
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|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $8.82M | Buy |
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|
2024
Q4 | $7.93M | Buy |
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|
2024
Q3 | $7.04M | Sell |
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|
2024
Q2 | $6.8M | Buy |
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|
2024
Q1 | $6.97M | Buy |
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|
2023
Q4 | $6.24M | Buy |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $365K | Buy |
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