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Murphy & Mullick Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Murphy & Mullick Capital Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.3K Hold
352
– – 0.06% 235
2025
Q4 		$74.6K Hold
352
– – 0.05% 228
2025
Q3 		$72.7K Hold
352
– – 0.05% 230
2025
Q2 		$69.3K Sell
352
-169
-32% -$31.5K 0.06% 226
2025
Q1 		$99.3K Buy
521
+169
+48% +$32.7K 0.1% 180
2024
Q4 		$67.2K Buy
+352
New +$69.8K 0.06% 217

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 352 shares worth $74.3K. The position accounts for 0.06% of the portfolio, ranked #235.

Murphy & Mullick Capital Management first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.3K in Q1 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Murphy & Mullick Capital Management held 352 shares of iShares S&P 500 Value ETF worth $74.3K as of Q1 2026.
  • Murphy & Mullick Capital Management left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.06% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #235 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's iShares S&P 500 Value ETF position peaked at $99.3K in Q1 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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