Murphy Middleton Hinkle & Parker’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Hold	3,000	–	–	0.22%	92
2026 Q1	$475K	Sell	3,000 -7,743	-72%	-$1.28M	0.22%	95
2025 Q4	$251K	Buy	10,743 +7,743	+258%	+$1.27M	0.12%	119
2025 Q3	$487K	Hold	3,000	–	–	0.24%	95
2025 Q2	$408K	Hold	3,000	–	–	0.23%	97
2025 Q1	$408K	Hold	3,000	–	–	0.23%	97
2024 Q4	$429K	Hold	3,000	–	–	0.24%	96
2024 Q3	$419K	Hold	3,000	–	–	0.23%	103
2024 Q2	$397K	Hold	3,000	–	–	0.23%	99
2024 Q1	$384K	Hold	3,000	–	–	0.22%	104
2023 Q4	$350K	Hold	3,000	–	–	0.22%	105
2023 Q3	$313K	Hold	3,000	–	–	0.2%	107
2023 Q2	$325K	Hold	3,000	–	–	0.2%	108
2023 Q1	$300K	Hold	3,000	–	–	0.19%	116
2022 Q4	$280K	Hold	3,000	–	–	0.18%	117
2022 Q3	$263K	Hold	3,000	–	–	0.18%	113
2022 Q2	$277K	Hold	3,000	–	–	0.18%	114
2022 Q1	$334K	Hold	3,000	–	–	0.18%	115
2021 Q4	$354K	Hold	3,000	–	–	0.19%	113
2021 Q3	$324K	Hold	3,000	–	–	0.19%	117
2021 Q2	$324K	Sell	3,000 -1,000	-25%	-$105K	0.18%	118
2021 Q1	$399K	Hold	4,000	–	–	0.23%	105
2020 Q4	$377K	Hold	4,000	–	–	0.25%	100
2020 Q3	$333K	Hold	4,000	–	–	0.24%	99
2020 Q2	$306K	Hold	4,000	–	–	0.23%	100
2020 Q1	$252K	Hold	4,000	–	–	0.22%	101
2019 Q4	$319K	Hold	4,000	–	–	0.21%	108
2019 Q3	$295K	Hold	4,000	–	–	0.21%	106
2019 Q2	$292K	Hold	4,000	–	–	0.21%	108
2019 Q1	$282K	Hold	4,000	–	–	0.19%	105
2018 Q4	$249K	Hold	4,000	–	–	0.19%	108
2018 Q3	$291K	Hold	4,000	–	–	0.21%	110
2018 Q2	$273K	Buy	+4,000	New	+$271K	0.2%	109

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SIA

Sage Investment Advisers Wappingers Falls, New York $149M AUM

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 3,000 shares worth $547K. The position accounts for 0.22% of the portfolio, ranked #92.

Murphy Middleton Hinkle & Parker first reported a position in IYY in Q2 2018 and has held it in 33 quarters since. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Murphy Middleton Hinkle & Parker held 3,000 shares of iShares Dow Jones US ETF worth $547K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.22% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #92 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Dow Jones US ETF in Q2 2018 and has held it in 33 quarters since.
35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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