Murphy & Mullick Capital Management
IUSV icon

Murphy & Mullick Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Murphy & Mullick Capital Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76K Hold
16
– – ﹤0.01% 637
2026
Q2 		$1.76K Hold
16
– – ﹤0.01% 620
2026
Q1 		$1.64K Hold
16
– – ﹤0.01% 619
2025
Q4 		$1.64K Hold
16
– – ﹤0.01% 616
2025
Q3 		$1.6K Hold
16
– – ﹤0.01% 613
2025
Q2 		$1.53K Hold
16
– – ﹤0.01% 601
2025
Q1 		$1.48K Hold
16
– – ﹤0.01% 588
2024
Q4 		$1.48K Buy
+16
New +$1.54K ﹤0.01% 580

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Murphy & Mullick Capital Management's IUSV Position: Q3 2026 in Review

Murphy & Mullick Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 16 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Murphy & Mullick Capital Management first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Murphy & Mullick Capital Management held 16 shares of iShares Core S&P US Value ETF worth $1.76K as of Q3 2026.
  • Murphy & Mullick Capital Management left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Murphy & Mullick Capital Management's portfolio in Q3 2026, its #637 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.