Jaffetilchin Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $890K | Buy |
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|
2022
Q2 | $946K | Buy |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $517K | Buy |
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|
2021
Q2 | $495K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.92M | Buy |
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|
2019
Q1 | $1.85M | Buy |
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