iShares S&P 500 Growth Index shares owned by Morton Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 12k | 120.72 |
| 2025-06-30 | $519k | 4.7k | 110.10 |
| 2025-03-31 | $437k | 4.7k | 92.83 |
| 2024-12-31 | $478k | 4.7k | 101.53 |
| 2024-09-30 | $451k | 4.7k | 95.75 |
| 2024-06-30 | $436k | 4.7k | 92.54 |
| 2024-03-31 | $398k | 4.7k | 84.44 |
| 2023-12-31 | $354k | 4.7k | 75.10 |
| 2023-09-30 | $322k | 4.7k | 68.42 |
| 2023-06-30 | $332k | 4.7k | 70.48 |
| 2022-03-31 | $231k | 3.0k | 76.38 |
| 2021-12-31 | $253k | 3.0k | 83.67 |