Murphy Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.21M	Buy	3,192 +17	+0.5%	+$6.99K	0.17%	98
2022 Q1	$1.44M	Buy	3,175 +795	+33%	+$356K	0.17%	97
2021 Q4	$1.14M	Buy	2,380 +392	+20%	+$181K	0.12%	116
2021 Q3	$856K	Sell	1,988 -998	-33%	-$442K	0.1%	120
2021 Q2	$1.28M	Buy	2,986 +555	+23%	+$232K	0.15%	106
2021 Q1	$967K	Buy	2,431 +246	+11%	+$95.2K	0.12%	116
2020 Q4	$820K	Buy	2,185 +259	+13%	+$92.2K	0.11%	122
2020 Q3	$647K	Sell	1,926 -19	-1%	-$6.32K	0.09%	123
2020 Q2	$602K	Buy	1,945 +25	+1%	+$7.34K	0.1%	128
2020 Q1	$496K	Buy	1,920 +50	+3%	+$15.3K	0.09%	134
2019 Q4	$604K	Hold	1,870	–	–	0.09%	143
2019 Q3	$558K	Sell	1,870 -100	-5%	-$29.7K	0.08%	150
2019 Q2	$580K	Buy	1,970 +100	+5%	+$29K	0.09%	149
2019 Q1	$532K	Sell	1,870 -329	-15%	-$90K	0.08%	162
2018 Q4	$553K	Sell	2,199 -786	-26%	-$213K	0.09%	154
2018 Q3	$873K	Buy	2,985 +2,002	+204%	+$574K	0.12%	135
2018 Q2	$268K	Sell	983 -25	-2%	-$6.8K	0.04%	235
2018 Q1	$267K	Buy	+1,008	New	+$277K	0.04%	228

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Murphy Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.54% in Q2 2022, buying an estimated $6.99K and bringing the position to 3,192 shares worth $1.21M. The position accounts for 0.17% of the portfolio, ranked #98.

Murphy Capital Management first reported a position in IVV in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2022. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Murphy Capital Management held 3,192 shares of iShares Core S&P 500 ETF worth $1.21M as of Q2 2022.
Murphy Capital Management bought 17 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $6.99K.
iShares Core S&P 500 ETF made up 0.17% of Murphy Capital Management's portfolio in Q2 2022, its #98 holding.
Murphy Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 18 quarters since.
Murphy Capital Management's iShares Core S&P 500 ETF position peaked at $1.44M in Q1 2022.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

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