Murphy & Mullick Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Murphy & Mullick Capital Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57K	Hold	386	–	–	0.04%	280
2026 Q1	$51.1K	Hold	386	–	–	0.04%	282
2025 Q4	$50.8K	Hold	386	–	–	0.04%	285
2025 Q3	$50.1K	Hold	386	–	–	0.04%	277
2025 Q2	$48.1K	Hold	386	–	–	0.04%	271
2025 Q1	$46.2K	Hold	386	–	–	0.04%	268
2024 Q4	$48.2K	Buy	+386	New	+$49.3K	0.04%	260

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Murphy & Mullick Capital Management's IJJ Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 386 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #280.

Murphy & Mullick Capital Management first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Murphy & Mullick Capital Management held 386 shares of iShares S&P Mid-Cap 400 Value ETF worth $57K as of Q2 2026.
Murphy & Mullick Capital Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #280 holding.
Murphy & Mullick Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.