Mirsky Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $19.2M | Buy |
228,968
+7,284
| +3% | +$609K | 7.9% | 4 |
|
|
2021
Q3 | $16.4M | Buy |
221,684
+1,566
| +0.7% | +$116K | 7.31% | 4 |
|
|
2021
Q2 | $16M | Buy |
220,118
+27,016
| +14% | +$1.96M | 7.11% | 4 |
|
|
2021
Q1 | $12.6M | Sell |
193,102
-963
| -0.5% | -$62.7K | 5.84% | 6 |
|
|
2020
Q4 | $12.4M | Sell |
194,065
-12,659
| -6% | -$808K | 6.37% | 5 |
|
|
2020
Q3 | $11.9M | Buy |
206,724
+2,140
| +1% | +$124K | 6.75% | 5 |
|
|
2020
Q2 | $10.6M | Sell |
204,584
-18,548
| -8% | -$962K | 6.38% | 5 |
|
|
2020
Q1 | $9.21M | Sell |
223,132
-3,452
| -2% | -$142K | 6.5% | 5 |
|
|
2019
Q4 | $11M | Buy |
226,584
+11,000
| +5% | +$533K | 7.12% | 5 |
|
|
2019
Q3 | $9.7M | Sell |
215,584
-7,116
| -3% | -$320K | 6.97% | 5 |
|
|
2019
Q2 | $9.98M | Sell |
222,700
-2,092
| -0.9% | -$93.7K | 7.51% | 5 |
|
|
2019
Q1 | $9.69M | Sell |
224,792
-56,184
| -20% | -$2.42M | 7.53% | 5 |
|
|
2018
Q4 | $10.6M | Buy |
+280,976
| New | +$10.6M | 9.29% | 3 |
|