Murphy Middleton Hinkle & Parker’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Buy	14,403 +2,394	+20%	+$339K	0.86%	35
2026 Q1	$1.59M	Buy	+12,009	New	+$1.64M	0.74%	41
2025 Q4	–	Sell	-10,830	Closed	-$1.4M	–	179
2025 Q3	$1.4M	Buy	10,830 +2,365	+28%	+$303K	0.69%	41
2025 Q2	$1.01M	Hold	8,465	–	–	0.57%	52
2025 Q1	$1.01M	Buy	8,465 +532	+7%	+$66.6K	0.57%	52
2024 Q4	$991K	Buy	7,933 +4,125	+108%	+$527K	0.56%	57
2024 Q3	$471K	Buy	3,808 +8	+0.2%	+$951	0.25%	97
2024 Q2	$431K	Sell	3,800 -9	-0.2%	-$1.03K	0.25%	96
2024 Q1	$451K	Buy	3,809 +214	+6%	+$24.1K	0.26%	97
2023 Q4	$410K	Sell	3,595 -482	-12%	-$49.6K	0.25%	96
2023 Q3	$411K	Sell	4,077 -194	-5%	-$20.7K	0.26%	92
2023 Q2	$458K	Buy	4,271 +7	+0.2%	+$711	0.29%	88
2023 Q1	$438K	Sell	4,264 -17	-0.4%	-$1.82K	0.27%	93
2022 Q4	$431K	Buy	4,281 +17	+0.4%	+$1.7K	0.27%	93
2022 Q3	$384K	Buy	4,264 +8	+0.2%	+$796	0.27%	94
2022 Q2	$402K	Buy	4,256 +8	+0.2%	+$816	0.26%	95
2022 Q1	$466K	Buy	4,248 +7	+0.2%	+$755	0.25%	91
2021 Q4	$469K	Buy	4,241 +13	+0.3%	+$1.42K	0.25%	95
2021 Q3	$436K	Buy	4,228 +6	+0.1%	+$630	0.25%	97
2021 Q2	$445K	Buy	4,222 +9	+0.2%	+$961	0.25%	97
2021 Q1	$429K	Buy	4,213 +4	+0.1%	+$382	0.25%	100
2020 Q4	$363K	Buy	4,209 +15	+0.4%	+$1.18K	0.24%	101
2020 Q3	$283K	Sell	4,194 -112	-3%	-$7.74K	0.21%	112
2020 Q2	$286K	Sell	4,306 -190	-4%	-$11.9K	0.21%	103
2020 Q1	$247K	Hold	4,496	–	–	0.22%	106
2019 Q4	$384K	Buy	4,496 +22	+0.5%	+$1.81K	0.26%	99
2019 Q3	$358K	Sell	4,474 -140	-3%	-$11K	0.25%	95
2019 Q2	$368K	Buy	4,614 +10	+0.2%	+$793	0.26%	91
2019 Q1	$361K	Buy	4,604 +8	+0.2%	+$619	0.25%	97
2018 Q4	$318K	Buy	4,596 +20	+0.4%	+$1.53K	0.24%	99
2018 Q3	$383K	Buy	4,576 +10	+0.2%	+$835	0.27%	94
2018 Q2	$370K	Buy	4,566 +260	+6%	+$20.8K	0.28%	92
2018 Q1	$333K	Buy	4,306 +8	+0.2%	+$634	0.26%	95
2017 Q4	$344K	Buy	+4,298	New	+$335K	0.26%	94

Other funds holding IJJ

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 20% in Q2 2026, buying an estimated $339K and bringing the position to 14,403 shares worth $2.13M. The position accounts for 0.86% of the portfolio, ranked #35.

Murphy Middleton Hinkle & Parker first reported a position in IJJ in Q4 2017 and has held it in 34 quarters since. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Murphy Middleton Hinkle & Parker held 14,403 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.13M as of Q2 2026.
Murphy Middleton Hinkle & Parker bought 2,394 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $339K.
iShares S&P Mid-Cap 400 Value ETF made up 0.86% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #35 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 34 quarters since.
209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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