Murphy Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$443K	Buy	7,356 +86	+1%	+$5.69K	0.06%	147
2022 Q1	$555K	Sell	7,270 -522	-7%	-$39.2K	0.06%	147
2021 Q4	$651K	Sell	7,792 -703	-8%	-$56.6K	0.07%	145
2021 Q3	$627K	Sell	8,495 -95	-1%	-$7.24K	0.07%	144
2021 Q2	$624K	Buy	8,590 +411	+5%	+$28.4K	0.07%	143
2021 Q1	$532K	Buy	8,179 +866	+12%	+$56K	0.07%	147
2020 Q4	$466K	Buy	7,313 +1	+0%	+$61	0.06%	141
2020 Q3	$422K	Buy	7,312 +8	+0.1%	+$453	0.06%	144
2020 Q2	$378K	Hold	7,304	–	–	0.06%	149
2020 Q1	$301K	Sell	7,304 -1,264	-15%	-$59.8K	0.06%	164
2019 Q4	$414K	Buy	8,568 +1,064	+14%	+$49.3K	0.06%	159
2019 Q3	$337K	Hold	7,504	–	–	0.05%	190
2019 Q2	$336K	Sell	7,504 -1,500	-17%	-$66K	0.05%	190
2019 Q1	$387K	Sell	9,004 -1,096	-11%	-$44.9K	0.06%	175
2018 Q4	$380K	Sell	10,100 -592	-6%	-$24K	0.06%	178
2018 Q3	$473K	Sell	10,692 -180	-2%	-$7.74K	0.07%	179
2018 Q2	$441K	Buy	10,872 +1,276	+13%	+$51.3K	0.06%	187
2018 Q1	$372K	Hold	9,596	–	–	0.05%	198
2017 Q4	$366K	Hold	9,596	–	–	0.05%	201
2017 Q3	$344K	Hold	9,596	–	–	0.05%	209
2017 Q2	$328K	Hold	9,596	–	–	0.05%	213
2017 Q1	$315K	Hold	9,596	–	–	0.05%	217
2016 Q4	$292K	Sell	9,596 -400	-4%	-$12.1K	0.05%	230
2016 Q3	$304K	Hold	9,996	–	–	0.05%	235
2016 Q2	$291K	Hold	9,996	–	–	0.05%	243
2016 Q1	$289K	Sell	9,996 -400	-4%	-$11K	0.05%	239
2015 Q4	$300K	Sell	10,396 -400	-4%	-$11.6K	0.05%	243
2015 Q3	$290K	Hold	10,796	–	–	0.05%	241
2015 Q2	$307K	Sell	10,796 -12	-0.1%	-$348	0.05%	254
2015 Q1	$307K	Buy	10,808 +1,792	+20%	+$50.9K	0.05%	260
2014 Q4	$251K	Buy	+9,016	New	+$246K	0.04%	290

Other funds holding IVW

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Murphy Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2022, buying an estimated $5.69K and bringing the position to 7,356 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #147.

Murphy Capital Management first reported a position in IVW in Q4 2014 and has held it in 31 quarters since. The position peaked at $651K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Murphy Capital Management held 7,356 shares of iShares S&P 500 Growth ETF worth $443K as of Q2 2022.
Murphy Capital Management bought 86 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $5.69K.
iShares S&P 500 Growth ETF made up 0.06% of Murphy Capital Management's portfolio in Q2 2022, its #147 holding.
Murphy Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 31 quarters since.
Murphy Capital Management's iShares S&P 500 Growth ETF position peaked at $651K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

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