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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Murphy & Mullick Capital Management's IJR Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q1 2026, selling an estimated $762 and leaving 350 shares worth $43.5K. The position accounts for 0.03% of the portfolio, ranked #301.

Murphy & Mullick Capital Management first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Murphy & Mullick Capital Management held 350 shares of iShares Core S&P Small-Cap ETF worth $43.5K as of Q1 2026.
Murphy & Mullick Capital Management sold 6 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $762.
iShares Core S&P Small-Cap ETF made up 0.03% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #301 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 6 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.