MFM
Mirsky Financial Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20.8M | Buy |
73,612
+2,763
| +4% | +$782K | 8.6% | 2 |
|
|
2021
Q3 | $18.6M | Buy |
70,849
+2,708
| +4% | +$712K | 8.32% | 2 |
|
|
2021
Q2 | $18.3M | Buy |
68,141
+17,021
| +33% | +$4.57M | 8.13% | 2 |
|
|
2021
Q1 | $13.3M | Sell |
51,120
-40
| -0.1% | -$10.4K | 6.18% | 5 |
|
|
2020
Q4 | $11.8M | Sell |
51,160
-5,020
| -9% | -$1.15M | 6.05% | 6 |
|
|
2020
Q3 | $10.4M | Buy |
56,180
+176
| +0.3% | +$32.6K | 5.89% | 6 |
|
|
2020
Q2 | $9.96M | Sell |
56,004
-10,714
| -16% | -$1.91M | 5.98% | 6 |
|
|
2020
Q1 | $9.6M | Buy |
66,718
+2,904
| +5% | +$418K | 6.77% | 3 |
|
|
2019
Q4 | $13.1M | Buy |
63,814
+2,850
| +5% | +$587K | 8.53% | 3 |
|
|
2019
Q3 | $11.8M | Buy |
60,964
+439
| +0.7% | +$84.8K | 8.46% | 3 |
|
|
2019
Q2 | $11.8M | Buy |
60,525
+378
| +0.6% | +$73.4K | 8.85% | 2 |
|
|
2019
Q1 | $11.4M | Buy |
60,147
+1,305
| +2% | +$247K | 8.86% | 2 |
|
|
2018
Q4 | $9.77M | Buy |
+58,842
| New | +$9.77M | 8.58% | 4 |
|