Mirsky Financial Management’s iShares Core High Dividend ETF HDV Stock Holding History

Mirsky Financial Management’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-105,150	Closed	-$2M	–	47
2021 Q1	$2M	Buy	105,150 +490	+0.5%	+$8.94K	0.93%	27
2020 Q4	$1.83M	Buy	104,660 +2,365	+2%	+$40.1K	0.94%	25
2020 Q3	$1.65M	Buy	102,295 +3,065	+3%	+$51K	0.93%	26
2020 Q2	$1.61M	Buy	+99,230	New	+$1.6M	0.97%	26

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirsky Financial Management's HDV Position: Q2 2021 in Review

Mirsky Financial Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2021, closing a stake of 105,150 shares — an estimated $2M sold.

Mirsky Financial Management first reported a position in HDV in Q2 2020 and held it in 4 quarters. The position peaked at $2M in Q1 2021. 515 funds tracked by Wall St. Rank hold HDV as of Q2 2021.

Mirsky Financial Management reported no remaining iShares Core High Dividend ETF position as of Q2 2021 after selling out during the quarter.
Mirsky Financial Management sold 105,150 iShares Core High Dividend ETF shares in Q2 2021, an estimated $2M.
Mirsky Financial Management first reported a position in iShares Core High Dividend ETF in Q2 2020 and held it in 4 quarters.
Mirsky Financial Management's iShares Core High Dividend ETF position peaked at $2M in Q1 2021.
515 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2021.

Based on Mirsky Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.