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Morton Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Morton Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,265
Closed -$273K – 136
2025
Q2 		$273K Buy
+1,265
New +$255K 0.05% 99

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Morton Capital Management's IWM Position: Q3 2025 in Review

Morton Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,265 shares — an estimated $273K sold.

Morton Capital Management first reported a position in IWM in Q2 2025 and held it in 1 quarter. The position peaked at $273K in Q2 2025. 2,437 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Morton Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Morton Capital Management sold 1,265 iShares Russell 2000 ETF shares in Q3 2025, an estimated $273K.
  • Morton Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and held it in 1 quarter.
  • Morton Capital Management's iShares Russell 2000 ETF position peaked at $273K in Q2 2025.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Morton Capital Management's 13F filing for Q3 2025, filed 24 Oct 2025.