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Morton Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Morton Capital Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,370
Closed -$290K – 91
2021
Q4 		$290K Buy
+2,370
New +$283K 0.12% 69

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Bank of America
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US Bancorp
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CB
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Morton Capital Management's IWS Position: Q1 2022 in Review

Morton Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 2,370 shares — an estimated $290K sold.

Morton Capital Management first reported a position in IWS in Q4 2021 and held it in 1 quarter. The position peaked at $290K in Q4 2021. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

  • Morton Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Capital Management sold 2,370 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $290K.
  • Morton Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Morton Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $290K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

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