Murphy Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$917K	Sell	11,579 -206	-2%	-$17.9K	0.13%	113
2022 Q1	$1.18M	Sell	11,785 -138	-1%	-$13.7K	0.14%	104
2021 Q4	$1.37M	Sell	11,923 -115	-1%	-$13.4K	0.15%	102
2021 Q3	$1.35M	Sell	12,038 -25	-0.2%	-$2.88K	0.16%	100
2021 Q2	$1.36M	Hold	12,063	–	–	0.16%	103
2021 Q1	$1.23M	Sell	12,063 -100	-0.8%	-$10.5K	0.15%	106
2020 Q4	$1.25M	Sell	12,163 -149	-1%	-$14.2K	0.17%	101
2020 Q3	$1.06M	Sell	12,312 -2	-0%	-$169	0.15%	105
2020 Q2	$973K	Sell	12,314 -400	-3%	-$29K	0.15%	107
2020 Q1	$772K	Sell	12,714 -1,084	-8%	-$79K	0.15%	116
2019 Q4	$1.05M	Sell	13,798 -26	-0.2%	-$1.91K	0.15%	117
2019 Q3	$977K	Sell	13,824 -860	-6%	-$61.8K	0.15%	121
2019 Q2	$1.05M	Sell	14,684 -1,040	-7%	-$72.3K	0.16%	122
2019 Q1	$1.07M	Sell	15,724 -1,080	-6%	-$69.3K	0.16%	122
2018 Q4	$955K	Sell	16,804 -1,040	-6%	-$63.3K	0.16%	120
2018 Q3	$1.21M	Sell	17,844 -698	-4%	-$46.4K	0.17%	121
2018 Q2	$1.17M	Sell	18,542 -40	-0.2%	-$2.52K	0.17%	121
2018 Q1	$1.14M	Sell	18,582 -350	-2%	-$21.9K	0.16%	126
2017 Q4	$1.14M	Buy	18,932 +60	+0.3%	+$3.53K	0.16%	127
2017 Q3	$1.07M	Sell	18,872 -100	-0.5%	-$5.49K	0.15%	130
2017 Q2	$1.02M	Sell	18,972 -1,800	-9%	-$95.8K	0.15%	131
2017 Q1	$1.08M	Sell	20,772 -1,090	-5%	-$55.6K	0.16%	126
2016 Q4	$1.06M	Sell	21,862 -720	-3%	-$34.7K	0.17%	123
2016 Q3	$1.1M	Sell	22,582 -510	-2%	-$24.7K	0.17%	124
2016 Q2	$1.08M	Sell	23,092 -1,450	-6%	-$67.1K	0.17%	127
2016 Q1	$1.13M	Sell	24,542 -2,600	-10%	-$112K	0.18%	120
2015 Q4	$1.25M	Sell	27,142 -900	-3%	-$41.8K	0.19%	116
2015 Q3	$1.24M	Buy	28,042 +1,200	+4%	+$56.9K	0.2%	114
2015 Q2	$1.3M	Buy	26,842 +450	+2%	+$22.2K	0.19%	126
2015 Q1	$1.29M	Sell	26,392 -806	-3%	-$38.5K	0.19%	129
2014 Q4	$1.27M	Sell	27,198 -188	-0.7%	-$8.5K	0.19%	127
2014 Q3	$1.21M	Sell	27,386 -512	-2%	-$22.9K	0.19%	130
2014 Q2	$1.25M	Sell	27,898 -1,492	-5%	-$64.1K	0.2%	128
2014 Q1	$1.26M	Sell	29,390 -340	-1%	-$14.5K	0.21%	120
2013 Q4	$1.25M	Sell	29,730 -1,050	-3%	-$42.4K	0.22%	115
2013 Q3	$1.2M	Buy	30,780 +82	+0.3%	+$3.13K	0.23%	115
2013 Q2	$1.1M	Buy	+30,698	New	+$1.1M	0.22%	116

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Murphy Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2022, selling an estimated $17.9K and leaving 11,579 shares worth $917K. The position accounts for 0.13% of the portfolio, ranked #113.

Murphy Capital Management first reported a position in IWP in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.37M in Q4 2021. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Murphy Capital Management held 11,579 shares of iShares Russell Mid-Cap Growth ETF worth $917K as of Q2 2022.
Murphy Capital Management sold 206 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $17.9K.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Murphy Capital Management's portfolio in Q2 2022, its #113 holding.
Murphy Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 37 quarters since.
Murphy Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.37M in Q4 2021.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

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