Morton Capital Management LLC/CA's ownership history for IJR

Morton Capital Management LLC/CA currently holds 1.8K shares with a market value of $219.7K. It started holding IJR on 2024-09-30. At its peak, it held 2.2K shares on 2024-12-31. Its highest holding value was $260.9K on 2024-09-30. At its lowest, it held 1.8K shares on 2025-06-30, with a value of $202.1K on 2025-06-30. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 93. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 382.