Jaffetilchin Investment Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-801	Closed	-$76.5K	–	825
2024 Q3	$76.5K	Buy	+801	New	+$73.6K	0.01%	501
2020 Q2	–	Sell	-14,162	Closed	-$654K	–	222
2020 Q1	$654K	Sell	14,162 -22,959	-62%	-$1.32M	0.23%	65
2019 Q4	$2.34M	Buy	37,121 +3,230	+10%	+$195K	0.5%	39
2019 Q3	$1.96M	Buy	33,891 +14,984	+79%	+$853K	0.47%	38
2019 Q2	$1.07M	Sell	18,907 -794	-4%	-$44.2K	0.25%	66
2019 Q1	$1.08M	Buy	+19,701	New	+$1.05M	0.24%	61

Other funds holding IUSV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Jaffetilchin Investment Partners's IUSV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 801 shares — an estimated $76.5K sold.

Jaffetilchin Investment Partners first reported a position in IUSV in Q1 2019 and held it in 6 quarters. The position peaked at $2.34M in Q4 2019. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 801 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $76.5K.
Jaffetilchin Investment Partners first reported a position in iShares Core S&P US Value ETF in Q1 2019 and held it in 6 quarters.
Jaffetilchin Investment Partners's iShares Core S&P US Value ETF position peaked at $2.34M in Q4 2019.
723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.