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

Mirsky Financial Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$9.65M Buy
84,306
+3,009
+4% +$343K 3.98% 7
2021
Q3 		$8.88M Buy
81,297
+2,912
+4% +$321K 3.96% 8
2021
Q2 		$8.86M Buy
78,385
+20,735
+36% +$2.31M 3.93% 8
2021
Q1 		$6.26M Sell
57,650
-1,098
-2% -$115K 2.9% 12
2020
Q4 		$5.4M Sell
58,748
-3,058
-5% -$251K 2.78% 12
2020
Q3 		$4.34M Buy
61,806
+2,763
+5% +$198K 2.45% 17
2020
Q2 		$4.03M Sell
59,043
-7,238
-11% -$457K 2.42% 18
2020
Q1 		$3.72M Buy
66,281
+4,168
+7% +$310K 2.62% 15
2019
Q4 		$5.21M Buy
62,113
+2,687
+5% +$216K 3.38% 10
2019
Q3 		$4.63M Buy
59,426
+350
+0.6% +$27.1K 3.32% 11
2019
Q2 		$4.62M Buy
59,076
+186
+0.3% +$14.4K 3.48% 10
2019
Q1 		$4.54M Buy
58,890
+38
+0.1% +$2.92K 3.53% 10
2018
Q4 		$4.08M Buy
+58,852
New +$4.55M 3.58% 11

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Mirsky Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q4 2021, buying an estimated $343K and bringing the position to 84,306 shares worth $9.65M. The position accounts for 3.98% of the portfolio, ranked #7.

Mirsky Financial Management first reported a position in IJR in Q4 2018 and has held it in 13 quarters since. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

  • Mirsky Financial Management held 84,306 shares of iShares Core S&P Small-Cap ETF worth $9.65M as of Q4 2021.
  • Mirsky Financial Management bought 3,009 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $343K.
  • iShares Core S&P Small-Cap ETF made up 3.98% of Mirsky Financial Management's portfolio in Q4 2021, its #7 holding.
  • Mirsky Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 13 quarters since.
  • 2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

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