Mirsky Financial Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$20.8M	Buy	368,060 +13,815	+4%	+$769K	8.6%	2
2021 Q3	$18.6M	Buy	354,245 +13,540	+4%	+$728K	8.32%	2
2021 Q2	$18.3M	Buy	340,705 +85,105	+33%	+$4.59M	8.13%	2
2021 Q1	$13.3M	Sell	255,600 -200	-0.1%	-$9.99K	6.18%	5
2020 Q4	$11.8M	Sell	255,800 -25,100	-9%	-$1.06M	6.05%	6
2020 Q3	$10.4M	Buy	280,900 +880	+0.3%	+$32.9K	5.89%	6
2020 Q2	$9.96M	Sell	280,020 -53,570	-16%	-$1.78M	5.98%	6
2020 Q1	$9.6M	Buy	333,590 +14,520	+5%	+$540K	6.77%	3
2019 Q4	$13.1M	Buy	319,070 +14,250	+5%	+$565K	8.53%	3
2019 Q3	$11.8M	Buy	304,820 +2,195	+0.7%	+$84.4K	8.46%	3
2019 Q2	$11.8M	Buy	302,625 +1,890	+0.6%	+$72.4K	8.85%	2
2019 Q1	$11.4M	Buy	300,735 +6,525	+2%	+$241K	8.86%	2
2018 Q4	$9.77M	Buy	+294,210	New	+$10.7M	8.58%	4

Other funds holding IJH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mirsky Financial Management's IJH Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q4 2021, buying an estimated $769K and bringing the position to 368,060 shares worth $20.8M. The position accounts for 8.6% of the portfolio, ranked #2.

Mirsky Financial Management first reported a position in IJH in Q4 2018 and has held it in 13 quarters since. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Mirsky Financial Management held 368,060 shares of iShares Core S&P Mid-Cap ETF worth $20.8M as of Q4 2021.
Mirsky Financial Management bought 13,815 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $769K.
iShares Core S&P Mid-Cap ETF made up 8.6% of Mirsky Financial Management's portfolio in Q4 2021, its #2 holding.
Mirsky Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 13 quarters since.
1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.