Murphy Middleton Hinkle & Parker’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$670K	Hold	1,635	–	–	0.27%	83
2026 Q1	$583K	Buy	+1,635	New	+$609K	0.27%	88
2025 Q4	–	Sell	-1,635	Closed	-$598K	–	184
2025 Q3	$598K	Hold	1,635	–	–	0.29%	87
2025 Q2	$502K	Hold	1,635	–	–	0.28%	89
2025 Q1	$502K	Hold	1,635	–	–	0.28%	89
2024 Q4	$527K	Hold	1,635	–	–	0.3%	86
2024 Q3	$514K	Hold	1,635	–	–	0.28%	92
2024 Q2	$486K	Sell	1,635 -50	-3%	-$14.4K	0.28%	90
2024 Q1	$485K	Hold	1,685	–	–	0.28%	92
2023 Q4	$442K	Hold	1,685	–	–	0.27%	91
2023 Q3	$396K	Hold	1,685	–	–	0.25%	95
2023 Q2	$411K	Hold	1,685	–	–	0.26%	92
2023 Q1	$380K	Hold	1,685	–	–	0.24%	100
2022 Q4	$355K	Hold	1,685	–	–	0.22%	102
2022 Q3	$333K	Hold	1,685	–	–	0.23%	99
2022 Q2	$350K	Hold	1,685	–	–	0.23%	105
2022 Q1	$421K	Hold	1,685	–	–	0.23%	104
2021 Q4	$446K	Hold	1,685	–	–	0.24%	99
2021 Q3	$407K	Hold	1,685	–	–	0.24%	100
2021 Q2	$408K	Hold	1,685	–	–	0.23%	103
2021 Q1	$377K	Hold	1,685	–	–	0.22%	107
2020 Q4	$357K	Buy	1,685 +50	+3%	+$9.98K	0.24%	102
2020 Q3	$306K	Sell	1,635 -97	-6%	-$17.9K	0.22%	104
2020 Q2	$297K	Hold	1,732	–	–	0.22%	102
2020 Q1	$245K	Hold	1,732	–	–	0.22%	107
2019 Q4	$309K	Hold	1,732	–	–	0.21%	110
2019 Q3	$285K	Hold	1,732	–	–	0.2%	112
2019 Q2	$282K	Hold	1,732	–	–	0.2%	112
2019 Q1	$272K	Hold	1,732	–	–	0.19%	109
2018 Q4	$240K	Hold	1,732	–	–	0.18%	109
2018 Q3	$280K	Hold	1,732	–	–	0.2%	111
2018 Q2	$263K	Hold	1,732	–	–	0.2%	112
2018 Q1	$254K	Sell	1,732 -220	-11%	-$33.4K	0.2%	107
2017 Q4	$290K	Buy	+1,952	New	+$283K	0.22%	104

Other funds holding IWB

MRC

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,635 shares worth $670K. The position accounts for 0.27% of the portfolio, ranked #83.

Murphy Middleton Hinkle & Parker first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Murphy Middleton Hinkle & Parker held 1,635 shares of iShares Russell 1000 ETF worth $670K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.27% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #83 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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