Jaffetilchin Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
7,257
+20
| +0.3% | +$3.91K | 0.09% | 144 |
|
|
2025
Q1 | $1.38M | Buy |
7,237
+268
| +4% | +$51.1K | 0.1% | 143 |
|
|
2024
Q4 | $1.33M | Sell |
6,969
-78
| -1% | -$14.9K | 0.1% | 136 |
|
|
2024
Q3 | $1.39M | Buy |
7,047
+22
| +0.3% | +$4.34K | 0.11% | 112 |
|
|
2024
Q2 | $1.28M | Buy |
7,025
+57
| +0.8% | +$10.4K | 0.11% | 117 |
|
|
2024
Q1 | $1.3M | Buy |
6,968
+18
| +0.3% | +$3.36K | 0.12% | 110 |
|
|
2023
Q4 | $1.21M | Sell |
6,950
-8
| -0.1% | -$1.39K | 0.12% | 117 |
|
|
2023
Q3 | $1.07M | Sell |
6,958
-22
| -0.3% | -$3.39K | 0.12% | 106 |
|
|
2023
Q2 | $1.13M | Buy |
6,980
+39
| +0.6% | +$6.29K | 0.12% | 116 |
|
|
2023
Q1 | $1.05M | Sell |
6,941
-60
| -0.9% | -$9.11K | 0.12% | 129 |
|
|
2022
Q4 | $1.02M | Buy |
7,001
+78
| +1% | +$11.3K | 0.12% | 126 |
|
|
2022
Q3 | $890K | Buy |
6,923
+40
| +0.6% | +$5.14K | 0.11% | 117 |
|
|
2022
Q2 | $946K | Buy |
6,883
+1,396
| +25% | +$192K | 0.11% | 124 |
|
|
2022
Q1 | $790K | Buy |
5,487
+1,889
| +53% | +$272K | 0.09% | 139 |
|
|
2021
Q4 | $564K | Buy |
3,598
+43
| +1% | +$6.74K | 0.05% | 199 |
|
|
2021
Q3 | $517K | Buy |
3,555
+203
| +6% | +$29.5K | 0.06% | 199 |
|
|
2021
Q2 | $495K | Buy |
3,352
+1,742
| +108% | +$257K | 0.03% | 262 |
|
|
2021
Q1 | $227K | Buy |
+1,610
| New | +$227K | 0.03% | 318 |
|
|
2019
Q3 | – | Sell |
-16,455
| Closed | -$1.92M | – | 243 |
|
|
2019
Q2 | $1.92M | Buy |
16,455
+23
| +0.1% | +$2.68K | 0.45% | 37 |
|
|
2019
Q1 | $1.85M | Buy |
+16,432
| New | +$1.85M | 0.41% | 33 |
|