Murphy & Mullick Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$181K	Sell	604 -45	-7%	-$12.6K	0.11%	150
2026 Q1	$161K	Buy	649 +60	+10%	+$15.5K	0.12%	150
2025 Q4	$145K	Buy	589 +175	+42%	+$43K	0.1%	169
2025 Q3	$101K	Buy	414 +75	+22%	+$17.2K	0.08%	199
2025 Q2	$73.4K	Buy	339 +70	+26%	+$14.1K	0.06%	222
2025 Q1	$53.7K	Buy	269 +25	+10%	+$5.42K	0.05%	255
2024 Q4	$53.9K	Buy	+244	New	+$55.6K	0.05%	248

Other funds holding IWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q2 2026, selling an estimated $12.6K and leaving 604 shares worth $181K. The position accounts for 0.11% of the portfolio, ranked #150.

Murphy & Mullick Capital Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Murphy & Mullick Capital Management held 604 shares of iShares Russell 2000 ETF worth $181K as of Q2 2026.
Murphy & Mullick Capital Management sold 45 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.6K.
iShares Russell 2000 ETF made up 0.11% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #150 holding.
Murphy & Mullick Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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