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iShares Russell 3000 Index shares owned by Morton Capital Management

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Morton Capital Management from 13F filings

Historical chart of Morton Capital Management investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 474 426.40

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Natural Resourc (HAP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Morton Capital Management

Top funds holding iShares Russell 3000 Index

Goldman Sachs Group
SCS Capital Management
American Family Investments
Morgan Stanley
BlackRock
Northern Trust
Bank of America Corporation
UNC Management Company
Pitcairn Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Colony
Ameriprise Financial
Pnc Financial Services
Evensky & Katz

View all funds holding iShares Russell 3000 Index