Murphy Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$211K	Sell	1,685 -19	-1%	-$2.61K	0.03%	209
2022 Q1	$270K	Sell	1,704 -90	-5%	-$14K	0.03%	200
2021 Q4	$311K	Hold	1,794	–	–	0.03%	193
2021 Q3	$273K	Hold	1,794	–	–	0.03%	198
2021 Q2	$270K	Hold	1,794	–	–	0.03%	203
2021 Q1	$241K	Hold	1,794	–	–	0.03%	203
2020 Q4	$238K	Sell	1,794 -547	-23%	-$69K	0.03%	192
2020 Q3	$284K	Buy	+2,341	New	+$276K	0.04%	172

Other funds holding IWY

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

FCBT

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Murphy Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2022, selling an estimated $2.61K and leaving 1,685 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #209.

Murphy Capital Management first reported a position in IWY in Q3 2020 and has held it in 8 quarters since. The position peaked at $311K in Q4 2021. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

Murphy Capital Management held 1,685 shares of iShares Russell Top 200 Growth ETF worth $211K as of Q2 2022.
Murphy Capital Management sold 19 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $2.61K.
iShares Russell Top 200 Growth ETF made up 0.03% of Murphy Capital Management's portfolio in Q2 2022, its #209 holding.
Murphy Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 8 quarters since.
Murphy Capital Management's iShares Russell Top 200 Growth ETF position peaked at $311K in Q4 2021.
271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

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