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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Murphy & Mullick Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, buying an estimated $15.5K and bringing the position to 649 shares worth $161K. The position accounts for 0.12% of the portfolio, ranked #150.

Murphy & Mullick Capital Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Murphy & Mullick Capital Management held 649 shares of iShares Russell 2000 ETF worth $161K as of Q1 2026.
  • Murphy & Mullick Capital Management bought 60 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15.5K.
  • iShares Russell 2000 ETF made up 0.12% of Murphy & Mullick Capital Management's portfolio in Q1 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 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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