IVE — ISHARES TR

Ownership history in Murphy, Middleton, Hinkle & Parker, Inc.  ·  33 quarters on record

AI Ownership Summary

Murphy, Middleton, Hinkle & Parker, Inc. reported ISHARES TR (IVE) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2024 Q1. The latest visible filing shows IVE at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Murphy, Middleton, Hinkle & Parker, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVE was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVE stock page Murphy, Middleton, Hinkle & Parker, Inc. fund profile Murphy, Middleton, Hinkle & Parker, Inc. full holdings
How Murphy, Middleton, Hinkle & Parker, Inc. held IVE — position size vs. price
% of Fund (quarterly)    IVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,118 -145 -3.4% 0.40% $869K 2026-04-15 $218.01
2025 Q3 ADDED 4,263 +418 +10.9% 0.43% $880K 2025-11-04 $206.13
2025 Q2 UNCHANGED 3,845 — 0% 0.41% $733K 2025-07-09 $195.34
2025 Q1 ADDED 3,845 +147 +4.0% 0.41% $733K 2025-04-15 $176.57
2024 Q4 REDUCED 3,698 -21 -0.6% 0.40% $706K 2025-01-16 $188.86
2024 Q3 REDUCED 3,719 -92 -2.4% 0.40% $733K 2024-10-15 $194.03
2024 Q2 REDUCED 3,811 -245 -6.0% 0.40% $694K 2024-07-16 $183.32
2024 Q1 ADDED 4,056 +153 +3.9% 0.44% $758K 2024-04-11 $174.69
2023 Q4 UNCHANGED 3,903 — 0% 0.42% $679K 2024-01-24 $165.97
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVE

As of 2026 Q1 — sorted by position size

HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 20.35% LPWM LLC 3Y 17.68% Thoma Capital Management LLC 15.1% PLANNING DIRECTIONS INC 3Y 7Y 11.32% AMARILLO NATIONAL BANK 3Y 7Y 9.9% Portfolio Resources Advisor Group, Inc. 7.24% McNaughton Wealth Management, LLC 3Y 6.66% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 6.41% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.22% ONE Advisory Partners, LLC 3Y 6.09%

FAQ About Murphy, Middleton, Hinkle & Parker, Inc. and IVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Murphy, Middleton, Hinkle & Parker, Inc. reported owning IVE?

Murphy, Middleton, Hinkle & Parker, Inc. reported IVE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVE position in Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio?

The largest reported portfolio weight for IVE was 0.44% in 2024 Q1.

What is the latest reported IVE position on this page?

The most recent filing on this page is 2026 Q1, when Murphy, Middleton, Hinkle & Parker, Inc. reported 4,118 shares, equal to 0.40% of portfolio, with an estimated market value of $869K.

What does the chart on this IVE ownership page compare?

The chart compares Murphy, Middleton, Hinkle & Parker, Inc.'s quarterly IVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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