Murphy Middleton Hinkle & Parker’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Murphy Middleton Hinkle & Parker’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Sell	25,616 -310	-1%	-$22.7K	0.8%	38
2026 Q1	$1.75M	Buy	+25,926	New	+$1.8M	0.81%	35
2025 Q4	–	Sell	-26,883	Closed	-$1.75M	–	178
2025 Q3	$1.75M	Buy	26,883 +218	+0.8%	+$14K	0.86%	30
2025 Q2	$1.56M	Hold	26,665	–	–	0.87%	30
2025 Q1	$1.56M	Buy	26,665 +15	+0.1%	+$932	0.87%	30
2024 Q4	$1.66M	Sell	26,650 -105	-0.4%	-$6.73K	0.94%	31
2024 Q3	$1.67M	Sell	26,755 -1,109	-4%	-$66.9K	0.9%	32
2024 Q2	$1.63M	Buy	27,864 +155	+0.6%	+$9.11K	0.95%	32
2024 Q1	$1.68M	Sell	27,709 -41	-0.1%	-$2.32K	0.98%	32
2023 Q4	$1.54M	Buy	27,750 +45	+0.2%	+$2.28K	0.95%	32
2023 Q3	$1.38M	Sell	27,705 -1,130	-4%	-$59.2K	0.89%	36
2023 Q2	$1.51M	Sell	28,835 -2,795	-9%	-$139K	0.94%	35
2023 Q1	$1.58M	Buy	31,630 +25	+0.1%	+$1.27K	0.98%	33
2022 Q4	$1.53M	Sell	31,605 -1,820	-5%	-$87.9K	0.96%	35
2022 Q3	$1.47M	Buy	33,425 +5	+0%	+$242	1.02%	31
2022 Q2	$1.51M	Sell	33,420 -2,025	-6%	-$100K	0.98%	33
2022 Q1	$1.9M	Sell	35,445 -45	-0.1%	-$2.4K	1.02%	32
2021 Q4	$2.01M	Sell	35,490 -1,440	-4%	-$80.2K	1.07%	31
2021 Q3	$1.94M	Sell	36,930 -525	-1%	-$28.2K	1.12%	28
2021 Q2	$2.01M	Sell	37,455 -615	-2%	-$33.2K	1.12%	30
2021 Q1	$1.98M	Sell	38,070 -965	-2%	-$48.2K	1.15%	28
2020 Q4	$1.79M	Sell	39,035 -1,825	-4%	-$76.9K	1.2%	29
2020 Q3	$1.51M	Sell	40,860 -315	-0.8%	-$11.8K	1.11%	31
2020 Q2	$1.46M	Sell	41,175 -525	-1%	-$17.4K	1.08%	32
2020 Q1	$1.2M	Sell	41,700 -1,420	-3%	-$52.8K	1.06%	39
2019 Q4	$1.77M	Sell	43,120 -1,100	-2%	-$43.6K	1.18%	32
2019 Q3	$1.71M	Sell	44,220 -1,645	-4%	-$63.2K	1.21%	29
2019 Q2	$1.78M	Sell	45,865 -755	-2%	-$28.9K	1.27%	29
2019 Q1	$1.77M	Sell	46,620 -15	-0%	-$554	1.21%	29
2018 Q4	$1.55M	Buy	46,635 +745	+2%	+$27.2K	1.18%	31
2018 Q3	$1.85M	Sell	45,890 -395	-0.9%	-$15.9K	1.3%	28
2018 Q2	$1.8M	Buy	46,285 +5,760	+14%	+$223K	1.35%	26
2018 Q1	$1.52M	Sell	40,525 -785	-2%	-$30K	1.18%	31
2017 Q4	$1.57M	Buy	+41,310	New	+$1.53M	1.17%	30

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's IJH Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, selling an estimated $22.7K and leaving 25,616 shares worth $1.98M. The position accounts for 0.8% of the portfolio, ranked #38.

Murphy Middleton Hinkle & Parker first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.01M in Q2 2021. 588 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Murphy Middleton Hinkle & Parker held 25,616 shares of iShares Core S&P Mid-Cap ETF worth $1.98M as of Q2 2026.
Murphy Middleton Hinkle & Parker sold 310 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.7K.
iShares Core S&P Mid-Cap ETF made up 0.8% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #38 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
Murphy Middleton Hinkle & Parker's iShares Core S&P Mid-Cap ETF position peaked at $2.01M in Q2 2021.
588 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.