ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 4,736 Value ($000) $2,241 Avg Close — Range —
Q3 2025
Shares 4,736 Value ($000) $2,218 Avg Close — Range —
Q2 2025
Shares 3,830 Value ($000) $1,626 Avg Close — Range —
Q1 2025
Shares 3,830 Value ($000) $1,383 Avg Close — Range —
Q4 2024
Shares 3,830 Value ($000) $1,538 Avg Close — Range —
Q3 2024
Shares 3,870 Value ($000) $1,453 Avg Close — Range —
Q2 2024
Shares 2,963 Value ($000) $1,080 Avg Close — Range —
Q1 2024
Shares 2,963 Value ($000) $999 Avg Close — Range —
Q4 2023
Shares 3,192 Value ($000) $968 Avg Close — Range —
Q3 2023
Shares 3,126 Value ($000) $831 Avg Close — Range —
Q2 2023
Shares 3,092 Value ($000) $851 Avg Close — Range —
Q1 2023
Shares 3,645 Value ($000) $890 Avg Close — Range —
Q4 2022
Shares 5,535 Value ($000) $1,186 Avg Close — Range —
Q3 2022
Shares 4,556 Value ($000) $959 Avg Close — Range —
Q2 2022
Shares 4,556 Value ($000) $996 Avg Close — Range —
Q1 2022
Shares 6,236 Value ($000) $1,731 Avg Close — Range —
Q4 2021
Shares 6,220 Value ($000) $1,901 Avg Close — Range —