Murphy & Mullick Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.9K	Hold	350	–	–	0.03%	290
2026 Q1	$43.5K	Sell	350 -6	-2%	-$762	0.03%	301
2025 Q4	$42.8K	Buy	356 +106	+42%	+$12.7K	0.03%	310
2025 Q3	$29.4K	Hold	250	–	–	0.02%	343
2025 Q2	$27.3K	Sell	250 -100	-29%	-$10.3K	0.02%	337
2025 Q1	$36.6K	Hold	350	–	–	0.04%	296
2024 Q4	$40.3K	Buy	+350	New	+$41.8K	0.04%	279

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 350 shares worth $51.9K. The position accounts for 0.03% of the portfolio, ranked #290.

Murphy & Mullick Capital Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Murphy & Mullick Capital Management held 350 shares of iShares Core S&P Small-Cap ETF worth $51.9K as of Q2 2026.
Murphy & Mullick Capital Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #290 holding.
Murphy & Mullick Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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