Sadoff Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sadoff Investment Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$240K	Sell	2,756 -200	-7%	-$19.4K	0.02%	75
2022 Q2	$273K	Hold	2,956	–	–	0.02%	76
2022 Q1	$319K	Buy	2,956 +14	+0.5%	+$1.51K	0.02%	77
2021 Q4	$337K	Sell	2,942 -1,027	-26%	-$117K	0.02%	78
2021 Q3	$433K	Buy	3,969 +800	+25%	+$88.1K	0.03%	68
2021 Q2	$358K	Hold	3,169	–	–	0.02%	74
2021 Q1	$344K	Buy	+3,169	New	+$332K	0.02%	76
2020 Q4	–	Sell	-3,180	Closed	-$223K	–	88
2020 Q3	$223K	Buy	+3,180	New	+$228K	0.02%	90

Other funds holding IJR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Sadoff Investment Management's IJR Position: Q3 2022 in Review

Sadoff Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.8% in Q3 2022, selling an estimated $19.4K and leaving 2,756 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #75.

Sadoff Investment Management first reported a position in IJR in Q3 2020 and has held it in 8 quarters since. The position peaked at $433K in Q3 2021. 1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Sadoff Investment Management held 2,756 shares of iShares Core S&P Small-Cap ETF worth $240K as of Q3 2022.
Sadoff Investment Management sold 200 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $19.4K.
iShares Core S&P Small-Cap ETF made up 0.02% of Sadoff Investment Management's portfolio in Q3 2022, its #75 holding.
Sadoff Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 8 quarters since.
Sadoff Investment Management's iShares Core S&P Small-Cap ETF position peaked at $433K in Q3 2021.
1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.