Morton Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
51,610
+4,726
| +10% | +$918K | 1.78% | 10 |
|
|
2025
Q1 | $8.82M | Buy |
46,884
+4,066
| +9% | +$765K | 1.7% | 10 |
|
|
2024
Q4 | $7.93M | Buy |
42,818
+5,701
| +15% | +$1.06M | 1.49% | 11 |
|
|
2024
Q3 | $7.04M | Sell |
37,117
-1,844
| -5% | -$350K | 1.39% | 11 |
|
|
2024
Q2 | $6.8M | Buy |
38,961
+31
| +0.1% | +$5.41K | 1.61% | 11 |
|
|
2024
Q1 | $6.97M | Buy |
38,930
+1,148
| +3% | +$206K | 1.88% | 10 |
|
|
2023
Q4 | $6.24M | Buy |
37,782
+34,593
| +1,085% | +$5.72M | 1.85% | 10 |
|
|
2023
Q3 | $484K | Buy |
3,189
+1,739
| +120% | +$264K | 0.17% | 52 |
|
|
2023
Q2 | $229K | Sell |
1,450
-270
| -16% | -$42.6K | 0.08% | 82 |
|
|
2023
Q1 | $262K | Sell |
1,720
-151
| -8% | -$23K | 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% | -$50K | 0.13% | 65 |
|
|
2021
Q4 | $365K | Buy |
+2,172
| New | +$365K | 0.15% | 57 |
|