Jaffetilchin Investment Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-801
| Closed | -$76.5K | – | 826 |
|
|
2024
Q3 | $76.5K | Buy |
+801
| New | +$76.5K | 0.01% | 496 |
|
|
2020
Q2 | – | Sell |
-14,162
| Closed | -$654K | – | 222 |
|
|
2020
Q1 | $654K | Sell |
14,162
-22,959
| -62% | -$1.06M | 0.23% | 65 |
|
|
2019
Q4 | $2.34M | Buy |
37,121
+3,230
| +10% | +$204K | 0.5% | 39 |
|
|
2019
Q3 | $1.96M | Buy |
33,891
+14,984
| +79% | +$866K | 0.47% | 38 |
|
|
2019
Q2 | $1.07M | Sell |
18,907
-794
| -4% | -$45K | 0.25% | 66 |
|
|
2019
Q1 | $1.08M | Buy |
+19,701
| New | +$1.08M | 0.24% | 61 |
|