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

Morton Capital Management LLC/CA currently holds 2.2K shares with a market value of $271.3K. 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 $271.3K on 2026-03-31. 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 increased its shares by 333. In the recent year, Morton Capital Management LLC/CA has increased its shares by 240.