Sadoff Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $214K | Sell |
597
-297
| -33% | -$106K | 0.02% | 82 |
|
|
2022
Q2 | $339K | Sell |
894
-422
| -32% | -$160K | 0.03% | 73 |
|
|
2022
Q1 | $597K | Buy |
1,316
+321
| +32% | +$146K | 0.04% | 57 |
|
|
2021
Q4 | $475K | Hold |
995
| – | – | 0.03% | 70 |
|
|
2021
Q3 | $429K | Buy |
995
+191
| +24% | +$82.4K | 0.03% | 70 |
|
|
2021
Q2 | $346K | Sell |
804
-100
| -11% | -$43K | 0.02% | 75 |
|
|
2021
Q1 | $360K | Hold |
904
| – | – | 0.03% | 75 |
|
|
2020
Q4 | $339K | Buy |
904
+94
| +12% | +$35.3K | 0.03% | 75 |
|
|
2020
Q3 | $272K | Buy |
810
+10
| +1% | +$3.36K | 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% | -$107K | 0.02% | 82 |
|
|
2019
Q3 | $338K | Buy |
1,132
+299
| +36% | +$89.3K | 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 | +$210K | 0.02% | 86 |
|