Murphy Middleton Hinkle & Parker’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$800K	Sell	2,663 -81	-3%	-$22.8K	0.33%	77
2026 Q1	$681K	Buy	+2,744	New	+$708K	0.32%	80
2025 Q4	–	Sell	-2,754	Closed	-$666K	–	185
2025 Q3	$666K	Buy	2,754 +206	+8%	+$47.3K	0.33%	81
2025 Q2	$508K	Hold	2,548	–	–	0.28%	86
2025 Q1	$508K	Hold	2,548	–	–	0.28%	86
2024 Q4	$563K	Sell	2,548 -14	-0.5%	-$3.19K	0.32%	83
2024 Q3	$566K	Sell	2,562 -198	-7%	-$42.4K	0.31%	85
2024 Q2	$560K	Buy	2,760 +62	+2%	+$12.5K	0.33%	83
2024 Q1	$567K	Sell	2,698 -9	-0.3%	-$1.79K	0.33%	84
2023 Q4	$543K	Sell	2,707 -6	-0.2%	-$1.07K	0.34%	81
2023 Q3	$480K	Hold	2,713	–	–	0.31%	85
2023 Q2	$508K	Sell	2,713 -253	-9%	-$45.1K	0.32%	84
2023 Q1	$529K	Sell	2,966 -240	-7%	-$44.2K	0.33%	85
2022 Q4	$559K	Sell	3,206 -235	-7%	-$41.8K	0.35%	83
2022 Q3	$568K	Sell	3,441 -66	-2%	-$12K	0.39%	79
2022 Q2	$594K	Sell	3,507 -155	-4%	-$28.6K	0.38%	83
2022 Q1	$752K	Buy	3,662 +2	+0.1%	+$408	0.4%	81
2021 Q4	$814K	Buy	3,660 +205	+6%	+$46.3K	0.43%	73
2021 Q3	$756K	Sell	3,455 -53	-2%	-$11.7K	0.44%	73
2021 Q2	$805K	Buy	3,508 +2	+0.1%	+$450	0.45%	70
2021 Q1	$775K	Sell	3,506 -53	-1%	-$11.6K	0.45%	67
2020 Q4	$698K	Sell	3,559 -64	-2%	-$11.2K	0.47%	66
2020 Q3	$543K	Sell	3,623 -58	-2%	-$8.73K	0.4%	77
2020 Q2	$527K	Sell	3,681 -3	-0.1%	-$394	0.39%	79
2020 Q1	$422K	Buy	3,684 +182	+5%	+$27.1K	0.37%	80
2019 Q4	$580K	Sell	3,502 -21	-0.6%	-$3.32K	0.39%	72
2019 Q3	$533K	Sell	3,523 -102	-3%	-$15.6K	0.38%	75
2019 Q2	$564K	Sell	3,625 -53	-1%	-$8.17K	0.4%	75
2019 Q1	$563K	Sell	3,678 -50	-1%	-$7.51K	0.39%	73
2018 Q4	$499K	Buy	3,728 +9	+0.2%	+$1.34K	0.38%	72
2018 Q3	$627K	Sell	3,719 -37	-1%	-$6.25K	0.44%	69
2018 Q2	$615K	Hold	3,756	–	–	0.46%	70
2018 Q1	$570K	Buy	3,756 +3	+0.1%	+$463	0.44%	67
2017 Q4	$572K	Buy	+3,753	New	+$564K	0.43%	67

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q2 2026, selling an estimated $22.8K and leaving 2,663 shares worth $800K. The position accounts for 0.33% of the portfolio, ranked #77.

Murphy Middleton Hinkle & Parker first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $814K in Q4 2021. 558 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Murphy Middleton Hinkle & Parker held 2,663 shares of iShares Russell 2000 ETF worth $800K as of Q2 2026.
Murphy Middleton Hinkle & Parker sold 81 iShares Russell 2000 ETF shares in Q2 2026, an estimated $22.8K.
iShares Russell 2000 ETF made up 0.33% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #77 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
Murphy Middleton Hinkle & Parker's iShares Russell 2000 ETF position peaked at $814K in Q4 2021.
558 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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