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

Morton Capital Management LLC/CA currently holds 4.7K shares with a market value of $1.7M. It started holding IWB on 2024-09-30. At its peak, it held 5.1K shares on 2024-09-30. Its highest holding value was $1.8M on 2025-12-31. At its lowest, it held 4.7K shares on 2025-06-30, with a value of $1.5M on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 0. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 300.