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iShares S&P 500 Value Index shares owned by Morton Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Morton Capital Management from 13F filings

Historical chart of Morton Capital Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $602k 2.9k 206.51

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)
Vaneck Etf Trust Natural Resourc (HAP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital Management

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