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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 16 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Murphy & Mullick Capital Management first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Murphy & Mullick Capital Management held 16 shares of iShares Core S&P US Value ETF worth $1.76K as of Q2 2026.
  • Murphy & Mullick Capital Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #620 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 7 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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