Murphy Middleton Hinkle & Parker’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $935K | Hold |
4,118
| – | – | 0.38% | 70 |
|
|
2026
Q1 | $869K | Buy |
+4,118
| New | +$892K | 0.4% | 70 |
|
|
2025
Q4 | – | Sell |
-4,263
| Closed | -$880K | – | 181 |
|
|
2025
Q3 | $880K | Buy |
4,263
+418
| +11% | +$84K | 0.43% | 66 |
|
|
2025
Q2 | $733K | Hold |
3,845
| – | – | 0.41% | 73 |
|
|
2025
Q1 | $733K | Buy |
3,845
+147
| +4% | +$28.4K | 0.41% | 73 |
|
|
2024
Q4 | $706K | Sell |
3,698
-21
| -0.6% | -$4.17K | 0.4% | 74 |
|
|
2024
Q3 | $733K | Sell |
3,719
-92
| -2% | -$17.5K | 0.4% | 73 |
|
|
2024
Q2 | $694K | Sell |
3,811
-245
| -6% | -$44.6K | 0.4% | 73 |
|
|
2024
Q1 | $758K | Buy |
4,056
+153
| +4% | +$27.2K | 0.44% | 69 |
|
|
2023
Q4 | $679K | Hold |
3,903
| – | – | 0.42% | 73 |
|
|
2023
Q3 | $600K | Hold |
3,903
| – | – | 0.39% | 75 |
|
|
2023
Q2 | $629K | Sell |
3,903
-580
| -13% | -$89.2K | 0.39% | 77 |
|
|
2023
Q1 | $680K | Hold |
4,483
| – | – | 0.42% | 74 |
|
|
2022
Q4 | $650K | Sell |
4,483
-434
| -9% | -$62K | 0.41% | 73 |
|
|
2022
Q3 | $632K | Sell |
4,917
-29
| -0.6% | -$4.11K | 0.44% | 73 |
|
|
2022
Q2 | $680K | Sell |
4,946
-33
| -0.7% | -$4.87K | 0.44% | 74 |
|
|
2022
Q1 | $775K | Buy |
4,979
+221
| +5% | +$34K | 0.42% | 78 |
|
|
2021
Q4 | $745K | Sell |
4,758
-245
| -5% | -$37.3K | 0.4% | 75 |
|
|
2021
Q3 | $728K | Hold |
5,003
| – | – | 0.42% | 75 |
|
|
2021
Q2 | $739K | Buy |
5,003
+170
| +4% | +$25K | 0.41% | 75 |
|
|
2021
Q1 | $683K | Sell |
4,833
-328
| -6% | -$44.2K | 0.4% | 77 |
|
|
2020
Q4 | $661K | Sell |
5,161
-1,035
| -17% | -$125K | 0.44% | 70 |
|
|
2020
Q3 | $697K | Sell |
6,196
-7,270
| -54% | -$824K | 0.51% | 63 |
|
|
2020
Q2 | $1.46M | Sell |
13,466
-224
| -2% | -$23.8K | 1.07% | 33 |
|
|
2020
Q1 | $1.32M | Sell |
13,690
-831
| -6% | -$98.9K | 1.16% | 32 |
|
|
2019
Q4 | $1.89M | Buy |
14,521
+1,073
| +8% | +$134K | 1.26% | 28 |
|
|
2019
Q3 | $1.6M | Sell |
13,448
-281
| -2% | -$33K | 1.14% | 34 |
|
|
2019
Q2 | $1.6M | Sell |
13,729
-896
| -6% | -$103K | 1.14% | 33 |
|
|
2019
Q1 | $1.65M | Sell |
14,625
-87
| -0.6% | -$9.55K | 1.13% | 33 |
|
|
2018
Q4 | $1.49M | Buy |
14,712
+859
| +6% | +$94K | 1.14% | 33 |
|
|
2018
Q3 | $1.6M | Buy |
13,853
+468
| +3% | +$53.7K | 1.13% | 34 |
|
|
2018
Q2 | $1.47M | Sell |
13,385
-35
| -0.3% | -$3.88K | 1.1% | 32 |
|
|
2018
Q1 | $1.47M | Buy |
13,420
+172
| +1% | +$19.7K | 1.14% | 32 |
|
|
2017
Q4 | $1.51M | Buy |
+13,248
| New | +$1.47M | 1.13% | 33 |
|
Other funds holding IVE
Murphy Middleton Hinkle & Parker's IVE Position: Q2 2026 in Review
Murphy Middleton Hinkle & Parker held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 4,118 shares worth $935K. The position accounts for 0.38% of the portfolio, ranked #70.
Murphy Middleton Hinkle & Parker first reported a position in IVE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.89M in Q4 2019. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Murphy Middleton Hinkle & Parker held 4,118 shares of iShares S&P 500 Value ETF worth $935K as of Q2 2026.
- Murphy Middleton Hinkle & Parker left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
- iShares S&P 500 Value ETF made up 0.38% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #70 holding.
- Murphy Middleton Hinkle & Parker first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Murphy Middleton Hinkle & Parker's iShares S&P 500 Value ETF position peaked at $1.89M in Q4 2019.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.