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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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 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.

253 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.
  • 253 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.