IVV ISHARES TR

Ownership history in Murphy, Middleton, Hinkle & Parker, Inc.  ·  32 quarters on record

AI Ownership Summary

Murphy, Middleton, Hinkle & Parker, Inc. reported ISHARES TR (IVV) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.32% in 2024 Q4. The latest visible filing shows IVV at 1.30% 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 IVV 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
2025 Q3

IVV was reported at 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2024 Q4

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 2025 Q3

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.

How Murphy, Middleton, Hinkle & Parker, Inc. held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,972 +1 +0.0% 1.30% $2.7M 2025-11-04 $674.62
2025 Q2 UNCHANGED 3,971 0% 1.25% $2.2M 2025-07-09 $621.29
2025 Q1 REDUCED 3,971 -1 -0.0% 1.25% $2.2M 2025-04-15 $533.58
2024 Q4 ADDED 3,972 +48 +1.2% 1.32% $2.3M 2025-01-16 $585.52
2024 Q3 REDUCED 3,924 -44 -1.1% 1.22% $2.3M 2024-10-15 $571.57
2024 Q2 UNCHANGED 3,968 0% 1.26% $2.2M 2024-07-16 $555.15
2024 Q1 ADDED 3,968 +43 +1.1% 1.21% $2.1M 2024-04-11 $507.32
2023 Q4 REDUCED 3,925 -63 -1.6% 1.16% $1.9M 2024-01-24 $473.68
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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

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 IVV?

Murphy, Middleton, Hinkle & Parker, Inc. reported IVV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for IVV was 1.32% in 2024 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q3, when Murphy, Middleton, Hinkle & Parker, Inc. reported 3,972 shares, equal to 1.30% of portfolio, with an estimated market value of $2.7M.

What does the chart on this IVV ownership page compare?

The chart compares Murphy, Middleton, Hinkle & Parker, Inc.'s quarterly IVV 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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