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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Buy	5,404 +274	+5%	+$100K	0.87%	34
2026 Q1	$1.61M	Buy	+5,130	New	+$1.71M	0.75%	39
2025 Q4	–	Sell	-4,639	Closed	-$1.48M	–	186
2025 Q3	$1.48M	Buy	4,639 +792	+21%	+$239K	0.73%	38
2025 Q2	$983K	Hold	3,847	–	–	0.55%	55
2025 Q1	$983K	Hold	3,847	–	–	0.55%	55
2024 Q4	$1.11M	Buy	3,847 +1,315	+52%	+$389K	0.63%	50
2024 Q3	$719K	Buy	2,532 +77	+3%	+$21.1K	0.39%	75
2024 Q2	$644K	Buy	2,455 +281	+13%	+$72.9K	0.38%	76
2024 Q1	$589K	Buy	2,174 +1,131	+108%	+$289K	0.34%	77
2023 Q4	$263K	Sell	1,043 -51	-5%	-$11.5K	0.16%	117
2023 Q3	$245K	Sell	1,094 -10	-0.9%	-$2.39K	0.16%	122
2023 Q2	$268K	Hold	1,104	–	–	0.17%	119
2023 Q1	$250K	Sell	1,104 -68	-6%	-$15.6K	0.16%	123
2022 Q4	$251K	Sell	1,172 -8	-0.7%	-$1.75K	0.16%	122
2022 Q3	$244K	Buy	1,180 +1	+0.1%	+$225	0.17%	115
2022 Q2	$243K	Hold	1,179	–	–	0.16%	121
2022 Q1	$301K	Buy	1,179 +1	+0.1%	+$256	0.16%	120
2021 Q4	$345K	Hold	1,178	–	–	0.18%	114
2021 Q3	$346K	Buy	1,178 +35	+3%	+$10.5K	0.2%	114
2021 Q2	$356K	Buy	1,143 +1	+0.1%	+$301	0.2%	113
2021 Q1	$343K	Sell	1,142 -12	-1%	-$3.72K	0.2%	116
2020 Q4	$331K	Buy	1,154 +42	+4%	+$10.7K	0.22%	113
2020 Q3	$246K	Buy	1,112 +46	+4%	+$10.1K	0.18%	119
2020 Q2	$220K	Buy	+1,066	New	+$199K	0.16%	118
2020 Q1	–	Sell	-1,064	Closed	-$228K	–	123
2019 Q4	$228K	Buy	+1,064	New	+$216K	0.15%	123

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SGAM

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

RFA

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

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

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

Murphy Middleton Hinkle & Parker increased its iShares Russell 2000 Growth ETF (IWO) stake by 5.3% in Q2 2026, buying an estimated $100K and bringing the position to 5,404 shares worth $2.13M. The position accounts for 0.87% of the portfolio, ranked #34.

Murphy Middleton Hinkle & Parker first reported a position in IWO in Q4 2019 and has held it in 25 quarters since. 247 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Murphy Middleton Hinkle & Parker held 5,404 shares of iShares Russell 2000 Growth ETF worth $2.13M as of Q2 2026.
Murphy Middleton Hinkle & Parker bought 274 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $100K.
iShares Russell 2000 Growth ETF made up 0.87% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #34 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
247 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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