Morton Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,220
| Closed | -$225K | – | 94 |
|
|
2023
Q1 | $225K | Hold |
3,220
| – | – | 0.08% | 82 |
|
|
2022
Q4 | $217K | Hold |
3,220
| – | – | 0.08% | 79 |
|
|
2022
Q3 | $200K | Hold |
3,220
| – | – | 0.09% | 78 |
|
|
2022
Q2 | $208K | Sell |
3,220
-2,680
| -45% | -$173K | 0.09% | 78 |
|
|
2022
Q1 | $460K | Hold |
5,900
| – | – | 0.19% | 50 |
|
|
2021
Q4 | $490K | Buy |
+5,900
| New | +$490K | 0.2% | 50 |
|