Murphy Middleton Hinkle & Parker’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Sell	3,966 -6	-0.2%	-$4.37K	1.21%	22
2026 Q1	$2.59M	Buy	+3,972	New	+$2.71M	1.2%	22
2025 Q4	–	Sell	-3,972	Closed	-$2.66M	–	182
2025 Q3	$2.66M	Buy	3,972 +1	+0%	+$644	1.3%	20
2025 Q2	$2.23M	Hold	3,971	–	–	1.25%	23
2025 Q1	$2.23M	Sell	3,971 -1	-0%	-$591	1.25%	23
2024 Q4	$2.34M	Buy	3,972 +48	+1%	+$28.4K	1.32%	21
2024 Q3	$2.26M	Sell	3,924 -44	-1%	-$24.5K	1.22%	25
2024 Q2	$2.17M	Hold	3,968	–	–	1.26%	24
2024 Q1	$2.09M	Buy	3,968 +43	+1%	+$21.5K	1.21%	24
2023 Q4	$1.87M	Sell	3,925 -63	-2%	-$28.2K	1.16%	26
2023 Q3	$1.71M	Sell	3,988 -14	-0.3%	-$6.26K	1.1%	29
2023 Q2	$1.78M	Sell	4,002 -289	-7%	-$122K	1.11%	29
2023 Q1	$1.76M	Hold	4,291	–	–	1.1%	30
2022 Q4	$1.65M	Buy	4,291 +2	+0%	+$772	1.03%	32
2022 Q3	$1.54M	Sell	4,289 -86	-2%	-$34.3K	1.07%	30
2022 Q2	$1.66M	Buy	4,375 +1	+0%	+$411	1.07%	30
2022 Q1	$1.99M	Buy	4,374 +50	+1%	+$22.4K	1.07%	29
2021 Q4	$2.06M	Buy	4,324 +52	+1%	+$24K	1.1%	30
2021 Q3	$1.84M	Sell	4,272 -28	-0.7%	-$12.4K	1.07%	32
2021 Q2	$1.85M	Sell	4,300 -87	-2%	-$36.4K	1.03%	35
2021 Q1	$1.75M	Sell	4,387 -277	-6%	-$107K	1.02%	37
2020 Q4	$1.75M	Sell	4,664 -119	-2%	-$42.4K	1.17%	31
2020 Q3	$1.61M	Sell	4,783 -14	-0.3%	-$4.66K	1.18%	28
2020 Q2	$1.49M	Buy	4,797 +16	+0.3%	+$4.7K	1.1%	30
2020 Q1	$1.24M	Buy	4,781 +52	+1%	+$15.9K	1.09%	35
2019 Q4	$1.53M	Sell	4,729 -30	-0.6%	-$9.29K	1.02%	39
2019 Q3	$1.42M	Sell	4,759 -92	-2%	-$27.3K	1.01%	38
2019 Q2	$1.43M	Sell	4,851 -81	-2%	-$23.5K	1.02%	37
2019 Q1	$1.4M	Sell	4,932 -29	-0.6%	-$7.93K	0.96%	38
2018 Q4	$1.25M	Buy	4,961 +164	+3%	+$44.5K	0.95%	36
2018 Q3	$1.4M	Buy	4,797 +3	+0.1%	+$860	0.99%	38
2018 Q2	$1.31M	Buy	4,794 +1,150	+32%	+$313K	0.98%	38
2018 Q1	$967K	Sell	3,644 -123	-3%	-$33.8K	0.75%	48
2017 Q4	$1.01M	Buy	+3,767	New	+$987K	0.75%	46

Other funds holding IVV

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

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

Murphy Middleton Hinkle & Parker reduced its iShares Core S&P 500 ETF (IVV) stake by 0.15% in Q2 2026, selling an estimated $4.37K and leaving 3,966 shares worth $2.97M. The position accounts for 1.21% of the portfolio, ranked #22.

Murphy Middleton Hinkle & Parker first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Murphy Middleton Hinkle & Parker held 3,966 shares of iShares Core S&P 500 ETF worth $2.97M as of Q2 2026.
Murphy Middleton Hinkle & Parker sold 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
iShares Core S&P 500 ETF made up 1.21% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #22 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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