IWM 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 (IWM) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.34% in 2023 Q4. The latest visible filing shows IWM at 0.33% 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 IWM 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

IWM was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2023 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 IWM — position size vs. price
% of Fund (quarterly)    IWM 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 2,754 +206 +8.1% 0.33% $666K 2025-11-04 $239.97
2025 Q2 UNCHANGED 2,548 0% 0.28% $508K 2025-07-09 $221.88
2025 Q1 UNCHANGED 2,548 0% 0.28% $508K 2025-04-15 $184.77
2024 Q4 REDUCED 2,548 -14 -0.5% 0.32% $563K 2025-01-16 $221.60
2024 Q3 REDUCED 2,562 -198 -7.2% 0.30% $566K 2024-10-15 $219.55
2024 Q2 ADDED 2,760 +62 +2.3% 0.33% $560K 2024-07-16 $220.30
2024 Q1 REDUCED 2,698 -9 -0.3% 0.33% $567K 2024-04-11 $197.86
2023 Q4 REDUCED 2,707 -6 -0.2% 0.34% $543K 2024-01-24 $189.63
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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

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 IWM?

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

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

The largest reported portfolio weight for IWM was 0.34% in 2023 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q3, when Murphy, Middleton, Hinkle & Parker, Inc. reported 2,754 shares, equal to 0.33% of portfolio, with an estimated market value of $666K.

What does the chart on this IWM ownership page compare?

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