Mirsky Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$19.2M	Buy	228,968 +7,284	+3%	+$587K	7.9%	4
2021 Q3	$16.4M	Buy	221,684 +1,566	+0.7%	+$119K	7.31%	4
2021 Q2	$16M	Buy	220,118 +27,016	+14%	+$1.87M	7.11%	4
2021 Q1	$12.6M	Sell	193,102 -963	-0.5%	-$62.3K	5.84%	6
2020 Q4	$12.4M	Sell	194,065 -12,659	-6%	-$768K	6.37%	5
2020 Q3	$11.9M	Buy	206,724 +2,140	+1%	+$121K	6.75%	5
2020 Q2	$10.6M	Sell	204,584 -18,548	-8%	-$889K	6.38%	5
2020 Q1	$9.21M	Sell	223,132 -3,452	-2%	-$163K	6.5%	5
2019 Q4	$11M	Buy	226,584 +11,000	+5%	+$510K	7.12%	5
2019 Q3	$9.7M	Sell	215,584 -7,116	-3%	-$322K	6.97%	5
2019 Q2	$9.98M	Sell	222,700 -2,092	-0.9%	-$92K	7.51%	5
2019 Q1	$9.69M	Sell	224,792 -56,184	-20%	-$2.3M	7.53%	5
2018 Q4	$10.6M	Buy	+280,976	New	+$11.4M	9.29%	3

Other funds holding IVW

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

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

Mirsky Financial Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q4 2021, buying an estimated $587K and bringing the position to 228,968 shares worth $19.2M. The position accounts for 7.9% of the portfolio, ranked #4.

Mirsky Financial Management first reported a position in IVW in Q4 2018 and has held it in 13 quarters since. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

Mirsky Financial Management held 228,968 shares of iShares S&P 500 Growth ETF worth $19.2M as of Q4 2021.
Mirsky Financial Management bought 7,284 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $587K.
iShares S&P 500 Growth ETF made up 7.9% of Mirsky Financial Management's portfolio in Q4 2021, its #4 holding.
Mirsky Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 13 quarters since.
1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

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