ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,607 Value ($000) $1,554 Avg Close — Range —
Q3 2025
Shares 12,020 Value ($000) $1,451 Avg Close — Range —
Q2 2025
Shares 4,710 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 4,710 Value ($000) $437 Avg Close — Range —
Q4 2024
Shares 4,710 Value ($000) $478 Avg Close — Range —
Q3 2024
Shares 4,710 Value ($000) $451 Avg Close — Range —
Q2 2024
Shares 4,710 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 4,710 Value ($000) $398 Avg Close — Range —
Q4 2023
Shares 4,710 Value ($000) $354 Avg Close — Range —
Q3 2023
Shares 4,710 Value ($000) $322 Avg Close — Range —
Q2 2023
Shares 4,710 Value ($000) $332 Avg Close — Range —
Q1 2022
Shares 3,020 Value ($000) $231 Avg Close — Range —
Q4 2021
Shares 3,020 Value ($000) $253 Avg Close — Range —