Morton Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
3,830
| – | – | 0.29% | 34 |
|
|
2025
Q1 | $1.38M | Hold |
3,830
| – | – | 0.27% | 35 |
|
|
2024
Q4 | $1.54M | Sell |
3,830
-40
| -1% | -$16.1K | 0.29% | 33 |
|
|
2024
Q3 | $1.45M | Buy |
3,870
+907
| +31% | +$340K | 0.29% | 32 |
|
|
2024
Q2 | $1.08M | Hold |
2,963
| – | – | 0.26% | 35 |
|
|
2024
Q1 | $999K | Sell |
2,963
-229
| -7% | -$77.2K | 0.27% | 37 |
|
|
2023
Q4 | $968K | Buy |
3,192
+66
| +2% | +$20K | 0.29% | 34 |
|
|
2023
Q3 | $831K | Buy |
3,126
+34
| +1% | +$9.04K | 0.29% | 35 |
|
|
2023
Q2 | $851K | Sell |
3,092
-553
| -15% | -$152K | 0.29% | 36 |
|
|
2023
Q1 | $890K | Sell |
3,645
-1,890
| -34% | -$462K | 0.32% | 33 |
|
|
2022
Q4 | $1.19M | Buy |
5,535
+979
| +21% | +$210K | 0.46% | 25 |
|
|
2022
Q3 | $959K | Hold |
4,556
| – | – | 0.44% | 22 |
|
|
2022
Q2 | $996K | Sell |
4,556
-1,680
| -27% | -$367K | 0.43% | 24 |
|
|
2022
Q1 | $1.73M | Buy |
6,236
+16
| +0.3% | +$4.44K | 0.71% | 12 |
|
|
2021
Q4 | $1.9M | Buy |
+6,220
| New | +$1.9M | 0.77% | 11 |
|