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

Morton Capital Management LLC/CA currently holds 4.7K shares with a market value of $2.2M. It started holding IWF on 2024-09-30. At its peak, it held 4.7K shares on 2025-09-30. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 3.8K shares on 2024-12-31, with a value of $1.4M on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 906. In the recent year, Morton Capital Management LLC/CA has increased its shares by 866.