Jaffetilchin Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
69,282
-368
| -0.5% | -$22.8K | 0.28% | 62 |
|
|
2025
Q1 | $4.06M | Buy |
69,650
+10,757
| +18% | +$628K | 0.3% | 56 |
|
|
2024
Q4 | $3.67M | Sell |
58,893
-80
| -0.1% | -$4.99K | 0.27% | 63 |
|
|
2024
Q3 | $3.68M | Buy |
58,973
+387
| +0.7% | +$24.1K | 0.28% | 59 |
|
|
2024
Q2 | $3.43M | Sell |
58,586
-197
| -0.3% | -$11.5K | 0.29% | 57 |
|
|
2024
Q1 | $3.57M | Sell |
58,783
-462
| -0.8% | -$28.1K | 0.32% | 56 |
|
|
2023
Q4 | $3.28M | Sell |
59,245
-430
| -0.7% | -$23.8K | 0.32% | 58 |
|
|
2023
Q3 | $2.98M | Sell |
59,675
-50
| -0.1% | -$2.49K | 0.33% | 53 |
|
|
2023
Q2 | $3.12M | Buy |
59,725
+205
| +0.3% | +$10.7K | 0.33% | 54 |
|
|
2023
Q1 | $2.98M | Sell |
59,520
-2,340
| -4% | -$117K | 0.34% | 58 |
|
|
2022
Q4 | $2.99M | Buy |
61,860
+555
| +0.9% | +$26.9K | 0.37% | 63 |
|
|
2022
Q3 | $2.69M | Sell |
61,305
-805
| -1% | -$35.3K | 0.35% | 49 |
|
|
2022
Q2 | $2.81M | Sell |
62,110
-20
| -0% | -$905 | 0.33% | 57 |
|
|
2022
Q1 | $2.94M | Sell |
62,130
-97,645
| -61% | -$4.62M | 0.35% | 52 |
|
|
2021
Q4 | $9.05M | Buy |
159,775
+12,340
| +8% | +$699K | 0.86% | 28 |
|
|
2021
Q3 | $7.76M | Sell |
147,435
-52,280
| -26% | -$2.75M | 0.83% | 27 |
|
|
2021
Q2 | $10.3M | Buy |
199,715
+75,310
| +61% | +$3.87M | 0.71% | 28 |
|
|
2021
Q1 | $6.48M | Buy |
124,405
+64,110
| +106% | +$3.34M | 0.76% | 32 |
|
|
2020
Q4 | $2.77M | Buy |
60,295
+41,605
| +223% | +$1.91M | 0.39% | 38 |
|
|
2020
Q3 | $693K | Sell |
18,690
-4,100
| -18% | -$152K | 0.13% | 97 |
|
|
2020
Q2 | $810K | Buy |
22,790
+310
| +1% | +$11K | 0.18% | 78 |
|
|
2020
Q1 | $647K | Sell |
22,480
-73,830
| -77% | -$2.12M | 0.23% | 66 |
|
|
2019
Q4 | $3.97M | Buy |
96,310
+12,790
| +15% | +$527K | 0.86% | 17 |
|
|
2019
Q3 | $3.23M | Sell |
83,520
-10,235
| -11% | -$396K | 0.77% | 20 |
|
|
2019
Q2 | $3.64M | Buy |
93,755
+8,420
| +10% | +$327K | 0.85% | 18 |
|
|
2019
Q1 | $3.23M | Buy |
85,335
+810
| +1% | +$30.7K | 0.72% | 20 |
|
|
2018
Q4 | $2.81M | Sell |
84,525
-113,735
| -57% | -$3.78M | 0.7% | 23 |
|
|
2018
Q3 | $7.98M | Buy |
198,260
+2,490
| +1% | +$100K | 1.69% | 13 |
|
|
2018
Q2 | $7.63M | Buy |
195,770
+3,275
| +2% | +$128K | 1.7% | 12 |
|
|
2018
Q1 | $7.22M | Buy |
192,495
+87,120
| +83% | +$3.27M | 1.62% | 12 |
|
|
2017
Q4 | $4M | Sell |
105,375
-58,015
| -36% | -$2.2M | 1.33% | 18 |
|
|
2017
Q3 | $5.85M | Buy |
163,390
+52,995
| +48% | +$1.9M | 1.38% | 16 |
|
|
2017
Q2 | $3.84M | Sell |
110,395
-41,870
| -27% | -$1.46M | 1.3% | 19 |
|
|
2017
Q1 | $5.21M | Buy |
+152,265
| New | +$5.21M | 1.33% | 17 |
|
|
2016
Q1 | – | Sell |
-62,300
| Closed | -$1.74M | – | 211 |
|
|
2015
Q4 | $1.74M | Sell |
62,300
-915
| -1% | -$25.5K | 0.56% | 32 |
|
|
2015
Q3 | $1.73M | Sell |
63,215
-58,025
| -48% | -$1.59M | 0.64% | 31 |
|
|
2015
Q2 | $3.64M | Buy |
121,240
+625
| +0.5% | +$18.7K | 1.09% | 19 |
|
|
2015
Q1 | $3.67M | Sell |
120,615
-20,610
| -15% | -$626K | 1.11% | 18 |
|
|
2014
Q4 | $4.09M | Buy |
+141,225
| New | +$4.09M | 1.37% | 15 |
|