Morton Capital Management »

iShares S&P SmallCap 600 Index shares owned by Morton Capital Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Morton Capital Management from 13F filings

Historical chart of Morton Capital Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $261k 2.2k 116.94

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Trust For Professional Man Crossingbrdg Pre (SPC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vaneck Etf Trust Natural Resourc (HAP)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Morton Capital Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index