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

Murphy Capital Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$385K Hold
1,869
– – 0.05% 163
2022
Q1 		$477K Sell
1,869
-15
-0.8% -$3.84K 0.06% 156
2021
Q4 		$552K Hold
1,884
– – 0.06% 154
2021
Q3 		$553K Hold
1,884
– – 0.06% 151
2021
Q2 		$587K Hold
1,884
– – 0.07% 147
2021
Q1 		$566K Buy
1,884
+9
+0.5% +$2.79K 0.07% 141
2020
Q4 		$537K Sell
1,875
-100
-5% -$25.5K 0.07% 138
2020
Q3 		$437K Sell
1,975
-275
-12% -$60.2K 0.06% 143
2020
Q2 		$465K Hold
2,250
– – 0.07% 140
2020
Q1 		$355K Sell
2,250
-191
-8% -$37.9K 0.07% 149
2019
Q4 		$522K Buy
2,441
+141
+6% +$28.6K 0.07% 150
2019
Q3 		$443K Sell
2,300
-92
-4% -$18.2K 0.07% 155
2019
Q2 		$480K Sell
2,392
-407
-15% -$80.5K 0.07% 159
2019
Q1 		$550K Buy
2,799
+50
+2% +$9.51K 0.08% 159
2018
Q4 		$461K Hold
2,749
– – 0.08% 163
2018
Q3 		$591K Hold
2,749
– – 0.08% 168
2018
Q2 		$561K Hold
2,749
– – 0.08% 169
2018
Q1 		$523K Hold
2,749
– – 0.07% 169
2017
Q4 		$513K Sell
2,749
-100
-4% -$18.3K 0.07% 173
2017
Q3 		$509K Sell
2,849
-50
-2% -$8.49K 0.07% 174
2017
Q2 		$489K Sell
2,899
-1,050
-27% -$173K 0.07% 177
2017
Q1 		$638K Sell
3,949
-1,750
-31% -$278K 0.09% 165
2016
Q4 		$877K Buy
+5,699
New +$851K 0.14% 132

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Murphy Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2022 at 1,869 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #163.

Murphy Capital Management first reported a position in IWO in Q4 2016 and has held it in 23 quarters since. The position peaked at $877K in Q4 2016. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Murphy Capital Management held 1,869 shares of iShares Russell 2000 Growth ETF worth $385K as of Q2 2022.
  • Murphy Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2022.
  • iShares Russell 2000 Growth ETF made up 0.05% of Murphy Capital Management's portfolio in Q2 2022, its #163 holding.
  • Murphy Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 23 quarters since.
  • Murphy Capital Management's iShares Russell 2000 Growth ETF position peaked at $877K in Q4 2016.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

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