Murphy Middleton Hinkle & Parker’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Buy	11,544 +1	+0%	+$132	0.65%	45
2026 Q1	$1.31M	Buy	+11,543	New	+$1.39M	0.61%	47
2025 Q4	–	Sell	-11,534	Closed	-$1.39M	–	183
2025 Q3	$1.39M	Sell	11,534 -26	-0.2%	-$2.99K	0.68%	43
2025 Q2	$1.07M	Hold	11,560	–	–	0.6%	49
2025 Q1	$1.07M	Buy	11,560 +5	+0%	+$504	0.6%	49
2024 Q4	$1.17M	Buy	11,555 +5	+0%	+$499	0.66%	44
2024 Q3	$1.11M	Buy	11,550 +157	+1%	+$14.5K	0.6%	52
2024 Q2	$1.05M	Sell	11,393 -398	-3%	-$34.3K	0.61%	55
2024 Q1	$996K	Buy	11,791 +342	+3%	+$27.5K	0.58%	55
2023 Q4	$860K	Buy	11,449 +29	+0.3%	+$2.06K	0.53%	60
2023 Q3	$781K	Hold	11,420	–	–	0.5%	59
2023 Q2	$805K	Buy	11,420 +10	+0.1%	+$661	0.5%	60
2023 Q1	$729K	Buy	11,410 +14	+0.1%	+$856	0.45%	67
2022 Q4	$667K	Buy	11,396 +15	+0.1%	+$901	0.42%	72
2022 Q3	$658K	Buy	11,381 +8	+0.1%	+$520	0.46%	70
2022 Q2	$686K	Buy	11,373 +8	+0.1%	+$529	0.44%	73
2022 Q1	$868K	Buy	11,365 +8	+0.1%	+$601	0.47%	70
2021 Q4	$950K	Buy	11,357 +8	+0.1%	+$644	0.51%	59
2021 Q3	$839K	Buy	11,349 +4	+0%	+$305	0.49%	66
2021 Q2	$825K	Buy	11,345 +8	+0.1%	+$554	0.46%	69
2021 Q1	$738K	Buy	11,337 +5	+0%	+$323	0.43%	72
2020 Q4	$723K	Buy	11,332 +84	+0.7%	+$5.09K	0.48%	64
2020 Q3	$650K	Buy	11,248 +12	+0.1%	+$679	0.48%	67
2020 Q2	$583K	Buy	11,236 +24	+0.2%	+$1.15K	0.43%	74
2020 Q1	$463K	Hold	11,212	–	–	0.41%	75
2019 Q4	$543K	Buy	11,212 +44	+0.4%	+$2.04K	0.36%	77
2019 Q3	$503K	Hold	11,168	–	–	0.36%	77
2019 Q2	$500K	Buy	11,168 +20	+0.2%	+$880	0.36%	79
2019 Q1	$480K	Buy	11,148 +536	+5%	+$22K	0.33%	77
2018 Q4	$400K	Buy	10,612 +2,464	+30%	+$99.7K	0.31%	82
2018 Q3	$361K	Buy	8,148 +1,052	+15%	+$45.2K	0.26%	95
2018 Q2	$289K	Hold	7,096	–	–	0.22%	104
2018 Q1	$275K	Buy	7,096 +8	+0.1%	+$319	0.21%	105
2017 Q4	$271K	Buy	+7,088	New	+$265K	0.2%	107

Other funds holding IVW

PAS

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

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

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

Murphy Middleton Hinkle & Parker increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $132 and bringing the position to 11,544 shares worth $1.59M. The position accounts for 0.65% of the portfolio, ranked #45.

Murphy Middleton Hinkle & Parker first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. 484 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Murphy Middleton Hinkle & Parker held 11,544 shares of iShares S&P 500 Growth ETF worth $1.59M as of Q2 2026.
Murphy Middleton Hinkle & Parker bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.65% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #45 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
484 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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