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

Morton Capital Management LLC/CA currently holds 3.3K shares with a market value of $2.1M. It started holding IVV on 2024-09-30. At its peak, it held 3.3K shares on 2026-03-31. Its highest holding value was $2.1M on 2026-03-31. 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 increased its shares by 639. In the recent year, Morton Capital Management LLC/CA has increased its shares by 558.