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Morton Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Morton Capital Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,060
Closed -$237K – 90
2021
Q4 		$237K Buy
+2,060
New +$240K 0.1% 81

Other funds holding IWP

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morton Capital Management's IWP Position: Q1 2022 in Review

Morton Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 2,060 shares — an estimated $237K sold.

Morton Capital Management first reported a position in IWP in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Morton Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Capital Management sold 2,060 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $237K.
  • Morton Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Morton Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $237K in Q4 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Morton Capital Management's 13F filing for Q1 2022, filed 5 Dec 2023.