Murphy Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Murphy Capital Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$233K	Hold	1,700	–	–	0.03%	195
2022 Q1	$264K	Hold	1,700	–	–	0.03%	201
2021 Q4	$266K	Hold	1,700	–	–	0.03%	206
2021 Q3	$247K	Hold	1,700	–	–	0.03%	206
2021 Q2	$250K	Hold	1,700	–	–	0.03%	212
2021 Q1	$240K	Hold	1,700	–	–	0.03%	204
2020 Q4	$217K	Buy	+1,700	New	+$206K	0.03%	201
2020 Q1	–	Sell	-1,700	Closed	-$221K	–	209
2019 Q4	$221K	Hold	1,700	–	–	0.03%	216
2019 Q3	$202K	Buy	+1,700	New	+$199K	0.03%	226
2019 Q1	–	Sell	-2,075	Closed	-$209K	–	250
2018 Q4	$209K	Hold	2,075	–	–	0.04%	227
2018 Q3	$240K	Sell	2,075 -1,183	-36%	-$136K	0.03%	242
2018 Q2	$358K	Buy	3,258 +408	+14%	+$45.2K	0.05%	204
2018 Q1	$311K	Buy	2,850 +50	+2%	+$5.71K	0.04%	213
2017 Q4	$319K	Sell	2,800 -200	-7%	-$22.2K	0.04%	211
2017 Q3	$323K	Sell	3,000 -400	-12%	-$42.3K	0.05%	213
2017 Q2	$356K	Sell	3,400 -2,850	-46%	-$297K	0.05%	202
2017 Q1	$650K	Sell	6,250 -400	-6%	-$41.6K	0.1%	162
2016 Q4	$674K	Buy	+6,650	New	+$649K	0.11%	153

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Murphy Capital Management's IVE Position: Q2 2022 in Review

Murphy Capital Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2022 at 1,700 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #195.

Murphy Capital Management first reported a position in IVE in Q4 2016 and has held it in 18 quarters since. The position peaked at $674K in Q4 2016. 1,061 funds tracked by Wall St. Rank hold IVE as of Q2 2022.

Murphy Capital Management held 1,700 shares of iShares S&P 500 Value ETF worth $233K as of Q2 2022.
Murphy Capital Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2022.
iShares S&P 500 Value ETF made up 0.03% of Murphy Capital Management's portfolio in Q2 2022, its #195 holding.
Murphy Capital Management first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 18 quarters since.
Murphy Capital Management's iShares S&P 500 Value ETF position peaked at $674K in Q4 2016.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.