JIP
Jaffetilchin Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-529
| Closed | -$69.8K | – | 827 |
|
2024
Q3 | $69.8K | Buy |
+529
| New | +$69.8K | 0.01% | 517 |
|
2020
Q2 | – | Sell |
-19,828
| Closed | -$1.13M | – | 223 |
|
2020
Q1 | $1.13M | Buy |
19,828
+2,878
| +17% | +$164K | 0.4% | 40 |
|
2019
Q4 | $1.15M | Buy |
16,950
+3,633
| +27% | +$246K | 0.25% | 63 |
|
2019
Q3 | $837K | Buy |
+13,317
| New | +$837K | 0.2% | 77 |
|
2019
Q2 | – | Sell |
-17,563
| Closed | -$1.06M | – | 299 |
|
2019
Q1 | $1.06M | Buy |
+17,563
| New | +$1.06M | 0.24% | 65 |
|