MFM
Mirsky Financial Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9.65M | Buy |
84,306
+3,009
| +4% | +$345K | 3.98% | 7 |
|
|
2021
Q3 | $8.88M | Buy |
81,297
+2,912
| +4% | +$318K | 3.96% | 8 |
|
|
2021
Q2 | $8.86M | Buy |
78,385
+20,735
| +36% | +$2.34M | 3.93% | 8 |
|
|
2021
Q1 | $6.26M | Sell |
57,650
-1,098
| -2% | -$119K | 2.9% | 12 |
|
|
2020
Q4 | $5.4M | Sell |
58,748
-3,058
| -5% | -$281K | 2.78% | 12 |
|
|
2020
Q3 | $4.34M | Buy |
61,806
+2,763
| +5% | +$194K | 2.45% | 17 |
|
|
2020
Q2 | $4.03M | Sell |
59,043
-7,238
| -11% | -$494K | 2.42% | 18 |
|
|
2020
Q1 | $3.72M | Buy |
66,281
+4,168
| +7% | +$234K | 2.62% | 15 |
|
|
2019
Q4 | $5.21M | Buy |
62,113
+2,687
| +5% | +$225K | 3.38% | 10 |
|
|
2019
Q3 | $4.63M | Buy |
59,426
+350
| +0.6% | +$27.2K | 3.32% | 11 |
|
|
2019
Q2 | $4.62M | Buy |
59,076
+186
| +0.3% | +$14.6K | 3.48% | 10 |
|
|
2019
Q1 | $4.54M | Buy |
58,890
+38
| +0.1% | +$2.93K | 3.53% | 10 |
|
|
2018
Q4 | $4.08M | Buy |
+58,852
| New | +$4.08M | 3.58% | 11 |
|