MMCM
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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
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return