Morton Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Morton Capital Management’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+474	New	+$195K	0.03%	157

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morton Capital Management's IWV Position: Q2 2026 in Review

Morton Capital Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 474 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Morton Capital Management held 474 shares of iShares Russell 3000 ETF worth $202K as of Q2 2026.
iShares Russell 3000 ETF was a new Morton Capital Management position in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #157 holding.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.