iShares S&P 500 Index shares owned by Morton Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 2.0k | 525.73 |
| 2023-12-31 | $1.0M | 2.1k | 477.63 |
| 2023-09-30 | $435k | 1.0k | 429.43 |
| 2023-06-30 | $451k | 1.0k | 445.71 |
| 2023-03-31 | $485k | 1.2k | 411.08 |
| 2022-12-31 | $468k | 1.2k | 384.21 |
| 2022-09-30 | $371k | 1.0k | 358.82 |
| 2022-06-30 | $390k | 1.0k | 379.15 |
| 2022-03-31 | $659k | 1.5k | 453.81 |
| 2021-12-31 | $565k | 1.2k | 477.09 |