Murphy Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$411K	Buy	2,431 +761	+46%	+$140K	0.06%	157
2022 Q1	$342K	Buy	1,670 +300	+22%	+$61.2K	0.04%	178
2021 Q4	$304K	Sell	1,370 -36	-3%	-$8.13K	0.03%	199
2021 Q3	$307K	Buy	1,406 +19	+1%	+$4.21K	0.04%	188
2021 Q2	$318K	Buy	1,387 +81	+6%	+$18.2K	0.04%	189
2021 Q1	$288K	Buy	1,306 +31	+2%	+$6.77K	0.04%	186
2020 Q4	$249K	Buy	+1,275	New	+$223K	0.03%	186
2020 Q1	–	Sell	-2,280	Closed	-$377K	–	211
2019 Q4	$377K	Sell	2,280 -50	-2%	-$7.9K	0.05%	172
2019 Q3	$352K	Sell	2,330 -10	-0.4%	-$1.53K	0.05%	182
2019 Q2	$363K	Sell	2,340 -1,711	-42%	-$264K	0.05%	181
2019 Q1	$620K	Sell	4,051 -110	-3%	-$16.5K	0.09%	150
2018 Q4	$557K	Sell	4,161 -1,458	-26%	-$218K	0.09%	153
2018 Q3	$947K	Buy	5,619 +2,424	+76%	+$409K	0.13%	130
2018 Q2	$523K	Buy	+3,195	New	+$511K	0.08%	172
2016 Q3	–	Sell	-1,955	Closed	-$224K	–	301
2016 Q2	$224K	Sell	1,955 -623	-24%	-$70.3K	0.03%	277
2016 Q1	$285K	Buy	+2,578	New	+$267K	0.04%	244
2015 Q3	–	Sell	-1,656	Closed	-$206K	–	304
2015 Q2	$206K	Buy	+1,656	New	+$207K	0.03%	301

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Murphy Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 46% in Q2 2022, buying an estimated $140K and bringing the position to 2,431 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #157.

Murphy Capital Management first reported a position in IWM in Q2 2015 and has held it in 17 quarters since. The position peaked at $947K in Q3 2018. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Murphy Capital Management held 2,431 shares of iShares Russell 2000 ETF worth $411K as of Q2 2022.
Murphy Capital Management bought 761 iShares Russell 2000 ETF shares in Q2 2022, an estimated $140K.
iShares Russell 2000 ETF made up 0.06% of Murphy Capital Management's portfolio in Q2 2022, its #157 holding.
Murphy Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 17 quarters since.
Murphy Capital Management's iShares Russell 2000 ETF position peaked at $947K in Q3 2018.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

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