Sanford Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Sanford Advisory Services’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 Q4	$29.5M	Sell	76,657 -6,343	-8%	-$2.45M	7.01%	4
2022 Q3	$29.8M	Sell	83,000 -21,412	-21%	-$8.55M	8.5%	4
2022 Q2	$39.6M	Buy	104,412 +101,553	+3,552%	+$41.8M	11.19%	1
2022 Q1	$218K	Sell	2,859 -115,112	-98%	-$51.5M	0.06%	102
2021 Q4	$56.3M	Buy	117,971 +9,301	+9%	+$4.29M	12.68%	1
2021 Q3	$46.8M	Buy	108,670 +4,141	+4%	+$1.84M	11.74%	1
2021 Q2	$44.9M	Buy	104,529 +3,311	+3%	+$1.39M	11.57%	3
2021 Q1	$40.3M	Buy	101,218 +84,330	+499%	+$32.7M	11.23%	3
2020 Q4	$6.34M	Buy	+16,888	New	+$6.01M	2.03%	8

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Sanford Advisory Services's IVV Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q4 2022, selling an estimated $2.45M and leaving 76,657 shares worth $29.5M. The position accounts for 7.01% of the portfolio, ranked #4.

Sanford Advisory Services first reported a position in IVV in Q4 2020 and has held it in 9 quarters since. The position peaked at $56.3M in Q4 2021. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Sanford Advisory Services held 76,657 shares of iShares Core S&P 500 ETF worth $29.5M as of Q4 2022.
Sanford Advisory Services sold 6,343 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $2.45M.
iShares Core S&P 500 ETF made up 7.01% of Sanford Advisory Services's portfolio in Q4 2022, its #4 holding.
Sanford Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares Core S&P 500 ETF position peaked at $56.3M in Q4 2021.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.