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Mirsky Financial Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mirsky Financial Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$9.18M Buy
87,866
+3,275
+4% +$343K 3.79% 9
2021
Q3 		$8.52M Buy
84,591
+3,283
+4% +$331K 3.8% 10
2021
Q2 		$8.57M Buy
81,308
+21,243
+35% +$2.22M 3.81% 10
2021
Q1 		$6.05M Sell
60,065
-374
-0.6% -$35.4K 2.81% 13
2020
Q4 		$4.91M Sell
60,439
-6,761
-10% -$491K 2.53% 17
2020
Q3 		$4.11M Sell
67,200
-2,722
-4% -$171K 2.33% 21
2020
Q2 		$4.21M Sell
69,922
-11,400
-14% -$639K 2.53% 17
2020
Q1 		$4.06M Buy
81,322
+5,132
+7% +$356K 2.87% 13
2019
Q4 		$6.13M Buy
76,190
+3,300
+5% +$256K 3.98% 9
2019
Q3 		$5.47M Buy
72,890
+1,776
+2% +$131K 3.93% 9
2019
Q2 		$5.28M Buy
71,114
+148
+0.2% +$11K 3.98% 8
2019
Q1 		$5.24M Buy
70,966
+1,318
+2% +$97.4K 4.07% 8
2018
Q4 		$4.59M Buy
+69,648
New +$5.17M 4.03% 9

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mirsky Financial Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.9% in Q4 2021, buying an estimated $343K and bringing the position to 87,866 shares worth $9.18M. The position accounts for 3.79% of the portfolio, ranked #9.

Mirsky Financial Management first reported a position in IJS in Q4 2018 and has held it in 13 quarters since. 711 funds tracked by Wall St. Rank hold IJS as of Q4 2021.

  • Mirsky Financial Management held 87,866 shares of iShares S&P Small-Cap 600 Value ETF worth $9.18M as of Q4 2021.
  • Mirsky Financial Management bought 3,275 iShares S&P Small-Cap 600 Value ETF shares in Q4 2021, an estimated $343K.
  • iShares S&P Small-Cap 600 Value ETF made up 3.79% of Mirsky Financial Management's portfolio in Q4 2021, its #9 holding.
  • Mirsky Financial Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 13 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2021.

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