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

Morton Capital Management LLC/CA currently holds 2.6K shares with a market value of $1.8M. It started holding IVV on 2024-09-30. At its peak, it held 2.7K shares on 2025-03-31. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $1.4M on 2024-09-30. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 81. In the recent year, Morton Capital Management LLC/CA has increased its shares by 263.