Jaffetilchin Investment Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,928	Closed	-$296K	–	220
2020 Q1	$296K	Sell	5,928 -354	-6%	-$24.5K	0.1%	119
2019 Q4	$505K	Hold	6,282	–	–	0.11%	118
2019 Q3	$472K	Sell	6,282 -188	-3%	-$13.8K	0.11%	119
2019 Q2	$481K	Sell	6,470 -1,554	-19%	-$115K	0.11%	130
2019 Q1	$592K	Buy	+8,024	New	+$593K	0.13%	138
2018 Q4	–	Sell	-3,064	Closed	-$256K	–	304
2018 Q3	$256K	Sell	3,064 -28	-0.9%	-$2.37K	0.05%	250
2018 Q2	$252K	Buy	3,092 +36	+1%	+$2.88K	0.06%	246
2018 Q1	$230K	Buy	+3,056	New	+$235K	0.05%	288

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jaffetilchin Investment Partners's IJS Position: Q2 2020 in Review

Jaffetilchin Investment Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 5,928 shares — an estimated $296K sold.

Jaffetilchin Investment Partners first reported a position in IJS in Q1 2018 and held it in 8 quarters. The position peaked at $592K in Q1 2019. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

Jaffetilchin Investment Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
Jaffetilchin Investment Partners sold 5,928 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $296K.
Jaffetilchin Investment Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and held it in 8 quarters.
Jaffetilchin Investment Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $592K in Q1 2019.
472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2020, filed 31 Jul 2020.