iShares Russell 1000 Index shares owned by Morton Capital Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 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 Russell 1000 Index by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 5.1k | 314.40 |
| 2024-06-30 | $1.5M | 5.0k | 297.53 |
| 2024-03-31 | $1.4M | 5.0k | 288.02 |
| 2023-12-31 | $1.3M | 5.0k | 262.25 |
| 2023-09-30 | $1.2M | 4.9k | 234.90 |
| 2023-06-30 | $1.2M | 4.9k | 243.73 |
| 2023-03-31 | $1.1M | 4.9k | 225.24 |
| 2022-12-31 | $1.0M | 4.9k | 210.54 |
| 2022-09-30 | $964k | 4.9k | 197.31 |
| 2022-06-30 | $1.0M | 4.9k | 207.74 |
| 2022-03-31 | $1.5M | 5.9k | 250.06 |
| 2021-12-31 | $1.6M | 5.9k | 264.45 |