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Sadoff Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sadoff Investment Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$200K Sell
2,500
-526
-17% -$47.4K 0.02% 84
2022
Q2 		$253K Sell
3,026
-603
-17% -$55.3K 0.02% 80
2022
Q1 		$383K Buy
+3,629
New +$377K 0.02% 70

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sadoff Investment Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 17% in Q3 2022, selling an estimated $47.4K and leaving 2,500 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #84.

Sadoff Investment Management first reported a position in IUSG in Q1 2022 and has held it in 3 quarters since. The position peaked at $383K in Q1 2022. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

  • Sadoff Investment Management held 2,500 shares of iShares Core S&P US Growth ETF worth $200K as of Q3 2022.
  • Sadoff Investment Management sold 526 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $47.4K.
  • iShares Core S&P US Growth ETF made up 0.02% of Sadoff Investment Management's portfolio in Q3 2022, its #84 holding.
  • Sadoff Investment Management first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Sadoff Investment Management's iShares Core S&P US Growth ETF position peaked at $383K in Q1 2022.
  • 513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

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