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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.44M	Buy	11,049 +475	+4%	+$99.4K	0.99%	29
2026 Q1	$2M	Buy	10,574 +509	+5%	+$98.5K	0.93%	28
2025 Q4	$1.75M	Buy	10,065 +283	+3%	+$50.8K	0.84%	32
2025 Q3	$1.73M	Buy	9,782 +1,597	+20%	+$270K	0.85%	33
2025 Q2	$1.24M	Hold	8,185	–	–	0.69%	42
2025 Q1	$1.24M	Buy	8,185 +2	+0%	+$323	0.69%	42
2024 Q4	$1.34M	Buy	8,183 +2,319	+40%	+$396K	0.76%	36
2024 Q3	$978K	Buy	5,864 +130	+2%	+$21.1K	0.53%	60
2024 Q2	$873K	Buy	5,734 +490	+9%	+$74.9K	0.51%	61
2024 Q1	$833K	Buy	5,244 +1,227	+31%	+$186K	0.48%	65
2023 Q4	$624K	Buy	4,017 +175	+5%	+$24.2K	0.39%	75
2023 Q3	$521K	Sell	3,842 -56	-1%	-$8.03K	0.33%	80
2023 Q2	$549K	Sell	3,898 -37	-0.9%	-$5K	0.34%	83
2023 Q1	$539K	Sell	3,935 -99	-2%	-$14.3K	0.33%	84
2022 Q4	$559K	Sell	4,034 -12	-0.3%	-$1.69K	0.35%	82
2022 Q3	$522K	Buy	4,046 +624	+18%	+$90.2K	0.36%	87
2022 Q2	$466K	Buy	3,422 +3	+0.1%	+$446	0.3%	87
2022 Q1	$552K	Buy	3,419 +2	+0.1%	+$319	0.3%	88
2021 Q4	$567K	Sell	3,417 -26	-0.8%	-$4.33K	0.3%	86
2021 Q3	$552K	Buy	3,443 +67	+2%	+$10.8K	0.32%	84
2021 Q2	$560K	Buy	3,376 +2	+0.1%	+$330	0.31%	88
2021 Q1	$538K	Buy	3,374 +33	+1%	+$4.99K	0.31%	86
2020 Q4	$440K	Buy	3,341 +108	+3%	+$12.7K	0.29%	94
2020 Q3	$321K	Buy	3,233 +99	+3%	+$10.1K	0.23%	101
2020 Q2	$305K	Buy	3,134 +8	+0.3%	+$728	0.22%	101
2020 Q1	$256K	Hold	3,126	–	–	0.23%	98
2019 Q4	$402K	Sell	3,126 -213	-6%	-$26.3K	0.27%	94
2019 Q3	$399K	Sell	3,339 -99	-3%	-$11.7K	0.28%	90
2019 Q2	$414K	Buy	3,438 +3	+0.1%	+$362	0.29%	86
2019 Q1	$412K	Buy	3,435 +3	+0.1%	+$358	0.28%	87
2018 Q4	$369K	Sell	3,432 -273	-7%	-$32.9K	0.28%	88
2018 Q3	$493K	Buy	3,705 +3	+0.1%	+$404	0.35%	76
2018 Q2	$488K	Buy	3,702 +200	+6%	+$25.8K	0.36%	76
2018 Q1	$427K	Buy	3,502 +2	+0.1%	+$250	0.33%	81
2017 Q4	$440K	Buy	+3,500	New	+$437K	0.33%	80

Other funds holding IWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker increased its iShares Russell 2000 Value ETF (IWN) stake by 4.5% in Q2 2026, buying an estimated $99.4K and bringing the position to 11,049 shares worth $2.44M. The position accounts for 0.99% of the portfolio, ranked #29.

Murphy Middleton Hinkle & Parker first reported a position in IWN in Q4 2017 and has held it in 35 quarters since. 187 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Murphy Middleton Hinkle & Parker held 11,049 shares of iShares Russell 2000 Value ETF worth $2.44M as of Q2 2026.
Murphy Middleton Hinkle & Parker bought 475 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $99.4K.
iShares Russell 2000 Value ETF made up 0.99% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #29 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 35 quarters since.
187 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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