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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Hold	2,847	–	–	0.17%	105
2026 Q1	$354K	Buy	2,847 +2,629	+1,206%	+$334K	0.16%	108
2025 Q4	$233K	Sell	218 -2,629	-92%	-$314K	0.11%	122
2025 Q3	$338K	Hold	2,847	–	–	0.17%	110
2025 Q2	$298K	Hold	2,847	–	–	0.17%	114
2025 Q1	$298K	Hold	2,847	–	–	0.17%	114
2024 Q4	$328K	Buy	2,847 +51	+2%	+$6.09K	0.19%	106
2024 Q3	$327K	Sell	2,796 -284	-9%	-$32.1K	0.18%	112
2024 Q2	$329K	Hold	3,080	–	–	0.19%	110
2024 Q1	$340K	Hold	3,080	–	–	0.2%	110
2023 Q4	$333K	Hold	3,080	–	–	0.21%	109
2023 Q3	$291K	Hold	3,080	–	–	0.19%	113
2023 Q2	$307K	Sell	3,080 -470	-13%	-$44.8K	0.19%	112
2023 Q1	$343K	Hold	3,550	–	–	0.21%	106
2022 Q4	$336K	Sell	3,550 -4,052	-53%	-$389K	0.21%	107
2022 Q3	$663K	Hold	7,602	–	–	0.46%	68
2022 Q2	$703K	Hold	7,602	–	–	0.46%	72
2022 Q1	$820K	Hold	7,602	–	–	0.44%	74
2021 Q4	$871K	Hold	7,602	–	–	0.46%	69
2021 Q3	$830K	Hold	7,602	–	–	0.48%	67
2021 Q2	$859K	Hold	7,602	–	–	0.48%	67
2021 Q1	$825K	Hold	7,602	–	–	0.48%	64
2020 Q4	$699K	Hold	7,602	–	–	0.47%	65
2020 Q3	$534K	Hold	7,602	–	–	0.39%	78
2020 Q2	$519K	Hold	7,602	–	–	0.38%	80
2020 Q1	$427K	Sell	7,602 -60	-0.8%	-$4.47K	0.38%	79
2019 Q4	$642K	Hold	7,662	–	–	0.43%	69
2019 Q3	$596K	Sell	7,662 -218	-3%	-$16.9K	0.42%	70
2019 Q2	$617K	Hold	7,880	–	–	0.44%	69
2019 Q1	$608K	Hold	7,880	–	–	0.42%	69
2018 Q4	$546K	Hold	7,880	–	–	0.42%	69
2018 Q3	$687K	Hold	7,880	–	–	0.49%	66
2018 Q2	$658K	Buy	7,880 +2,550	+48%	+$208K	0.49%	64
2018 Q1	$410K	Hold	5,330	–	–	0.32%	82
2017 Q4	$409K	Buy	+5,330	New	+$402K	0.3%	83

Other funds holding IJR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,847 shares worth $422K. The position accounts for 0.17% of the portfolio, ranked #105.

Murphy Middleton Hinkle & Parker first reported a position in IJR in Q4 2017 and has held it in 35 quarters since. The position peaked at $871K in Q4 2021. 747 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Murphy Middleton Hinkle & Parker held 2,847 shares of iShares Core S&P Small-Cap ETF worth $422K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.17% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #105 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Murphy Middleton Hinkle & Parker's iShares Core S&P Small-Cap ETF position peaked at $871K in Q4 2021.
747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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