Murphy & Mullick Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$122K	Hold	884	–	–	0.08%	194
2026 Q1	$100K	Hold	884	–	–	0.07%	201
2025 Q4	$109K	Hold	884	–	–	0.08%	194
2025 Q3	$107K	Hold	884	–	–	0.08%	194
2025 Q2	$101K	Sell	884 -467	-35%	-$46.2K	0.08%	190
2025 Q1	$125K	Buy	1,351 +467	+53%	+$47.1K	0.12%	158
2024 Q4	$89.8K	Buy	+884	New	+$88.2K	0.08%	186

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 884 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #194.

Murphy & Mullick Capital Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $125K in Q1 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Murphy & Mullick Capital Management held 884 shares of iShares S&P 500 Growth ETF worth $122K as of Q2 2026.
Murphy & Mullick Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.08% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #194 holding.
Murphy & Mullick Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's iShares S&P 500 Growth ETF position peaked at $125K in Q1 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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