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

Morton Capital Management LLC/CA currently holds 47.3K shares with a market value of $10.1M. It started holding IWD on 2024-09-30. At its peak, it held 52.2K shares on 2025-09-30. Its highest holding value was $10.6M on 2025-09-30. At its lowest, it held 37.1K shares on 2024-09-30, with a value of $7.0M on 2024-09-30. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 4.8K. In the recent year, Morton Capital Management LLC/CA has increased its shares by 432.