Mirsky Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$981K	Buy	2,056 +67	+3%	+$30.9K	0.4%	28
2021 Q3	$857K	Sell	1,989 -1,901	-49%	-$842K	0.38%	27
2021 Q2	$1.67M	Buy	3,890 +1,939	+99%	+$812K	0.74%	25
2021 Q1	$776K	Sell	1,951 -121	-6%	-$46.8K	0.36%	30
2020 Q4	$778K	Buy	2,072 +536	+35%	+$191K	0.4%	28
2020 Q3	$516K	Buy	1,536 +13	+0.9%	+$4.33K	0.29%	29
2020 Q2	$472K	Sell	1,523 -187	-11%	-$54.9K	0.28%	29
2020 Q1	$442K	Buy	1,710 +358	+26%	+$110K	0.31%	27
2019 Q4	$437K	Buy	1,352 +127	+10%	+$39.3K	0.28%	29
2019 Q3	$366K	Buy	1,225 +281	+30%	+$83.5K	0.26%	28
2019 Q2	$278K	Buy	944 +43	+5%	+$12.5K	0.21%	31
2019 Q1	$256K	Sell	901 -895	-50%	-$245K	0.2%	32
2018 Q4	$452K	Buy	+1,796	New	+$488K	0.4%	24

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mirsky Financial Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q4 2021, buying an estimated $30.9K and bringing the position to 2,056 shares worth $981K. The position accounts for 0.4% of the portfolio, ranked #28.

Mirsky Financial Management first reported a position in IVV in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.67M in Q2 2021. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

Mirsky Financial Management held 2,056 shares of iShares Core S&P 500 ETF worth $981K as of Q4 2021.
Mirsky Financial Management bought 67 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $30.9K.
iShares Core S&P 500 ETF made up 0.4% of Mirsky Financial Management's portfolio in Q4 2021, its #28 holding.
Mirsky Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 13 quarters since.
Mirsky Financial Management's iShares Core S&P 500 ETF position peaked at $1.67M in Q2 2021.
2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

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