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

Morton Capital Management LLC/CA currently holds 12.6K shares with a market value of $1.4M. It started holding IVW on 2024-09-30. At its peak, it held 12.6K shares on 2025-12-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 4.7K shares on 2024-09-30, with a value of $437.2K on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 587. In the recent year, Morton Capital Management LLC/CA has increased its shares by 7.9K.