Sadoff Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sadoff Investment 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
2022 Q3	$214K	Sell	597 -297	-33%	-$119K	0.02%	82
2022 Q2	$339K	Sell	894 -422	-32%	-$174K	0.03%	73
2022 Q1	$597K	Buy	1,316 +321	+32%	+$144K	0.04%	57
2021 Q4	$475K	Hold	995	–	–	0.03%	70
2021 Q3	$429K	Buy	995 +191	+24%	+$84.6K	0.03%	70
2021 Q2	$346K	Sell	804 -100	-11%	-$41.9K	0.02%	75
2021 Q1	$360K	Hold	904	–	–	0.03%	75
2020 Q4	$339K	Buy	904 +94	+12%	+$33.5K	0.03%	75
2020 Q3	$272K	Buy	810 +10	+1%	+$3.33K	0.02%	80
2020 Q2	$248K	Hold	800	–	–	0.02%	83
2020 Q1	$207K	Hold	800	–	–	0.02%	82
2019 Q4	$259K	Sell	800 -332	-29%	-$103K	0.02%	82
2019 Q3	$338K	Buy	1,132 +299	+36%	+$88.9K	0.03%	69
2019 Q2	$246K	Hold	833	–	–	0.02%	75
2019 Q1	$237K	Hold	833	–	–	0.02%	80
2018 Q4	$210K	Buy	+833	New	+$226K	0.02%	86

Other funds holding IVV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Sadoff Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 33% in Q3 2022, selling an estimated $119K and leaving 597 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #82.

Sadoff Investment Management first reported a position in IVV in Q4 2018 and has held it in 16 quarters since. The position peaked at $597K in Q1 2022. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Sadoff Investment Management held 597 shares of iShares Core S&P 500 ETF worth $214K as of Q3 2022.
Sadoff Investment Management sold 297 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $119K.
iShares Core S&P 500 ETF made up 0.02% of Sadoff Investment Management's portfolio in Q3 2022, its #82 holding.
Sadoff Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 16 quarters since.
Sadoff Investment Management's iShares Core S&P 500 ETF position peaked at $597K in Q1 2022.
2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

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