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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$14.9K	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%	+$10.6K	0.24%	102
2020 Q3	$306K	Sell	1,635 -97	-6%	-$18.2K	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%	-$32.3K	0.2%	107
2017 Q4	$290K	Buy	+1,952	New	+$290K	0.22%	104