Murphy Capital Management’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.47M Sell
21,045
-20
-0.1% -$1.52K 0.2% 90
2022
Q1
$1.78M Sell
21,065
-1,674
-7% -$144K 0.21% 85
2021
Q4
$1.97M Buy
22,739
+110
+0.5% +$9.58K 0.21% 84
2021
Q3
$1.87M Sell
22,629
-2,029
-8% -$168K 0.22% 88
2021
Q2
$2M Buy
24,658
+4
+0% +$322 0.23% 87
2021
Q1
$1.84M Hold
24,654
0.23% 91
2020
Q4
$1.65M Sell
24,654
-424
-2% -$26.2K 0.22% 94
2020
Q3
$1.42M Sell
25,078
-28
-0.1% -$1.61K 0.21% 94
2020
Q2
$1.38M Sell
25,106
-3,532
-12% -$188K 0.22% 92
2020
Q1
$1.39M Sell
28,638
-1,200
-4% -$75.9K 0.26% 87
2019
Q4
$2.06M Buy
29,838
+978
+3% +$64.9K 0.29% 81
2019
Q3
$1.86M Buy
28,860
+470
+2% +$29.9K 0.28% 84
2019
Q2
$1.78M Sell
28,390
-750
-3% -$46.2K 0.27% 89
2019
Q1
$1.72M Sell
29,140
-450
-2% -$26.2K 0.26% 92
2018
Q4
$1.57M Buy
29,590
+340
+1% +$19.5K 0.26% 93
2018
Q3
$1.78M Sell
29,250
-1,680
-5% -$103K 0.25% 98
2018
Q2
$1.81M Sell
30,930
-310
-1% -$18.4K 0.26% 95
2018
Q1
$1.84M Sell
31,240
-70
-0.2% -$4.25K 0.26% 98
2017
Q4
$1.87M Sell
31,310
-300
-0.9% -$17.4K 0.26% 99
2017
Q3
$1.77M Sell
31,610
-800
-2% -$43.6K 0.25% 99
2017
Q2
$1.74M Sell
32,410
-890
-3% -$46.5K 0.26% 96
2017
Q1
$1.73M Sell
33,300
-2,320
-7% -$121K 0.26% 95
2016
Q4
$1.81M Buy
35,620
+9,600
+37% +$458K 0.28% 90
2016
Q3
$1.17M Buy
26,020
+1,150
+5% +$51.5K 0.18% 118
2016
Q2
$1.07M Buy
24,870
+11,700
+89% +$506K 0.17% 129
2016
Q1
$557K Sell
13,170
-2,850
-18% -$116K 0.09% 186
2015
Q4
$707K Buy
16,020
+200
+1% +$8.91K 0.11% 163
2015
Q3
$665K Buy
15,820
+200
+1% +$8.92K 0.11% 157
2015
Q2
$700K Buy
15,620
+200
+1% +$9.05K 0.1% 177
2015
Q1
$686K Buy
15,420
+400
+3% +$17.8K 0.1% 179
2014
Q4
$677K Sell
15,020
-600
-4% -$26.1K 0.1% 174
2014
Q3
$653K Buy
15,620
+200
+1% +$8.38K 0.1% 180
2014
Q2
$641K Sell
15,420
-1,660
-10% -$67.4K 0.1% 187
2014
Q1
$698K Buy
17,080
+900
+6% +$36K 0.12% 177
2013
Q4
$648K Sell
16,180
-2,300
-12% -$88.6K 0.11% 174
2013
Q3
$677K Buy
18,480
+150
+0.8% +$5.56K 0.13% 168
2013
Q2
$655K Buy
+18,330
New +$647K 0.13% 156

Other funds holding IYF

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

Murphy Capital Management reduced its iShares US Financials ETF (IYF) stake by 0.09% in Q2 2022, selling an estimated $1.52K and leaving 21,045 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #90.

Murphy Capital Management first reported a position in IYF in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.06M in Q4 2019. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

  • Murphy Capital Management held 21,045 shares of iShares US Financials ETF worth $1.47M as of Q2 2022.
  • Murphy Capital Management sold 20 iShares US Financials ETF shares in Q2 2022, an estimated $1.52K.
  • iShares US Financials ETF made up 0.2% of Murphy Capital Management's portfolio in Q2 2022, its #90 holding.
  • Murphy Capital Management first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 37 quarters since.
  • Murphy Capital Management's iShares US Financials ETF position peaked at $2.06M in Q4 2019.
  • 315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

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