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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.8K	Hold	216	–	–	0.03%	304
2026 Q1	$41K	Hold	216	–	–	0.03%	310
2025 Q4	$39.1K	Hold	216	–	–	0.03%	328
2025 Q3	$38.2K	Hold	216	–	–	0.03%	313
2025 Q2	$34.6K	Hold	216	–	–	0.03%	309
2025 Q1	$32.6K	Hold	216	–	–	0.03%	305
2024 Q4	$35.5K	Buy	+216	New	+$36.9K	0.03%	298

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 216 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #304.

Murphy & Mullick Capital Management first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Murphy & Mullick Capital Management held 216 shares of iShares Russell 2000 Value ETF worth $47.8K as of Q2 2026.
Murphy & Mullick Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.03% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #304 holding.
Murphy & Mullick Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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