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Murphy & Mullick Capital Management’s iShares US Financials ETF IYF Stock Holding History

Murphy & Mullick Capital Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.9K Hold
250
– – 0.02% 354
2026
Q1 		$29.4K Hold
250
– – 0.02% 356
2025
Q4 		$32.2K Buy
+250
New +$31.3K 0.02% 347

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 250 shares worth $31.9K. The position accounts for 0.02% of the portfolio, ranked #354.

Murphy & Mullick Capital Management first reported a position in IYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.2K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Murphy & Mullick Capital Management held 250 shares of iShares US Financials ETF worth $31.9K as of Q2 2026.
  • Murphy & Mullick Capital Management left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #354 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Murphy & Mullick Capital Management's iShares US Financials ETF position peaked at $32.2K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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