Mirsky Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$20.5M	Buy	131,108 +5,973	+5%	+$908K	8.47%	3
2021 Q3	$18.2M	Buy	125,135 +2,383	+2%	+$355K	8.12%	3
2021 Q2	$18.1M	Sell	122,752 -277	-0.2%	-$40.8K	8.05%	3
2021 Q1	$17.4M	Buy	123,029 +740	+0.6%	+$99.6K	8.06%	2
2020 Q4	$15.7M	Sell	122,289 -1,512	-1%	-$183K	8.05%	2
2020 Q3	$13.9M	Buy	123,801 +2,080	+2%	+$236K	7.87%	3
2020 Q2	$13.2M	Sell	121,721 -22,003	-15%	-$2.33M	7.91%	3
2020 Q1	$13.8M	Buy	143,724 +1,066	+0.7%	+$127K	9.76%	2
2019 Q4	$18.6M	Buy	142,658 +7,206	+5%	+$897K	12.05%	2
2019 Q3	$16.1M	Sell	135,452 -2,057	-1%	-$241K	11.59%	2
2019 Q2	$16M	Buy	137,509 +183	+0.1%	+$21K	12.06%	1
2019 Q1	$15.5M	Sell	137,326 -21,780	-14%	-$2.39M	12.04%	1
2018 Q4	$16.1M	Buy	+159,106	New	+$17.4M	14.13%	1

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Mirsky Financial Management increased its iShares S&P 500 Value ETF (IVE) stake by 4.8% in Q4 2021, buying an estimated $908K and bringing the position to 131,108 shares worth $20.5M. The position accounts for 8.47% of the portfolio, ranked #3.

Mirsky Financial Management first reported a position in IVE in Q4 2018 and has held it in 13 quarters since. 1,036 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Mirsky Financial Management held 131,108 shares of iShares S&P 500 Value ETF worth $20.5M as of Q4 2021.
Mirsky Financial Management bought 5,973 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $908K.
iShares S&P 500 Value ETF made up 8.47% of Mirsky Financial Management's portfolio in Q4 2021, its #3 holding.
Mirsky Financial Management first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 13 quarters since.
1,036 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

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