JIP
Jaffetilchin Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Sell |
14,251
-9
| -0.1% | -$5.59K | 0.58% | 34 |
|
|
2025
Q1 | $8.01M | Buy |
14,260
+47
| +0.3% | +$26.4K | 0.58% | 34 |
|
|
2024
Q4 | $8.37M | Sell |
14,213
-12
| -0.1% | -$7.06K | 0.61% | 33 |
|
|
2024
Q3 | $8.21M | Sell |
14,225
-238
| -2% | -$137K | 0.62% | 32 |
|
|
2024
Q2 | $7.91M | Buy |
14,463
+5
| +0% | +$2.74K | 0.68% | 32 |
|
|
2024
Q1 | $7.6M | Sell |
14,458
-224
| -2% | -$118K | 0.68% | 32 |
|
|
2023
Q4 | $7.01M | Sell |
14,682
-108
| -0.7% | -$51.6K | 0.68% | 32 |
|
|
2023
Q3 | $6.35M | Buy |
14,790
+301
| +2% | +$129K | 0.7% | 35 |
|
|
2023
Q2 | $6.46M | Sell |
14,489
-1,579
| -10% | -$704K | 0.68% | 34 |
|
|
2023
Q1 | $6.61M | Sell |
16,068
-238
| -1% | -$97.8K | 0.75% | 32 |
|
|
2022
Q4 | $6.26M | Buy |
16,306
+178
| +1% | +$68.4K | 0.76% | 32 |
|
|
2022
Q3 | $5.78M | Sell |
16,128
-31
| -0.2% | -$11.1K | 0.74% | 30 |
|
|
2022
Q2 | $6.13M | Buy |
16,159
+103
| +0.6% | +$39.1K | 0.72% | 31 |
|
|
2022
Q1 | $6.32M | Sell |
16,056
-731
| -4% | -$288K | 0.74% | 29 |
|
|
2021
Q4 | $8.01M | Sell |
16,787
-26
| -0.2% | -$12.4K | 0.76% | 32 |
|
|
2021
Q3 | $7.24M | Sell |
16,813
-20,784
| -55% | -$8.95M | 0.77% | 30 |
|
|
2021
Q2 | $15M | Buy |
37,597
+20,141
| +115% | +$8.04M | 1.04% | 16 |
|
|
2021
Q1 | $6.95M | Sell |
17,456
-3,578
| -17% | -$1.42M | 0.82% | 27 |
|
|
2020
Q4 | $7.9M | Sell |
21,034
-510
| -2% | -$191K | 1.12% | 19 |
|
|
2020
Q3 | $7.24M | Buy |
21,544
+4,236
| +24% | +$1.42M | 1.34% | 17 |
|
|
2020
Q2 | $5.36M | Buy |
17,308
+3,502
| +25% | +$1.08M | 1.18% | 17 |
|
|
2020
Q1 | $3.57M | Buy |
13,806
+2,254
| +20% | +$582K | 1.26% | 14 |
|
|
2019
Q4 | $3.73M | Sell |
11,552
-775
| -6% | -$251K | 0.81% | 19 |
|
|
2019
Q3 | $3.68M | Sell |
12,327
-229
| -2% | -$68.4K | 0.88% | 18 |
|
|
2019
Q2 | $3.7M | Sell |
12,556
-1,330
| -10% | -$392K | 0.86% | 17 |
|
|
2019
Q1 | $3.95M | Buy |
13,886
+1,730
| +14% | +$492K | 0.88% | 16 |
|
|
2018
Q4 | $3.06M | Buy |
12,156
+208
| +2% | +$52.3K | 0.76% | 21 |
|
|
2018
Q3 | $3.5M | Sell |
11,948
-623
| -5% | -$182K | 0.74% | 26 |
|
|
2018
Q2 | $3.43M | Buy |
12,571
+24
| +0.2% | +$6.55K | 0.76% | 25 |
|
|
2018
Q1 | $3.33M | Buy |
12,547
+7,582
| +153% | +$2.01M | 0.75% | 27 |
|
|
2017
Q4 | $1.34M | Sell |
4,965
-8,869
| -64% | -$2.38M | 0.44% | 47 |
|
|
2017
Q3 | $3.5M | Buy |
13,834
+8,314
| +151% | +$2.1M | 0.82% | 27 |
|
|
2017
Q2 | $1.34M | Sell |
5,520
-8,487
| -61% | -$2.07M | 0.45% | 38 |
|
|
2017
Q1 | $3.32M | Buy |
14,007
+7,104
| +103% | +$1.69M | 0.84% | 29 |
|
|
2016
Q4 | $1.55M | Buy |
6,903
+1,192
| +21% | +$268K | 0.46% | 33 |
|
|
2016
Q3 | $1.24M | Sell |
5,711
-1,592
| -22% | -$346K | 0.4% | 37 |
|
|
2016
Q2 | $1.54M | Sell |
7,303
-1,566
| -18% | -$330K | 0.47% | 32 |
|
|
2016
Q1 | $1.83M | Sell |
8,869
-909
| -9% | -$188K | 0.58% | 32 |
|
|
2015
Q4 | $2M | Buy |
9,778
+220
| +2% | +$45.1K | 0.65% | 30 |
|
|
2015
Q3 | $1.84M | Sell |
9,558
-719
| -7% | -$139K | 0.69% | 26 |
|
|
2015
Q2 | $2.13M | Sell |
10,277
-1,127
| -10% | -$234K | 0.64% | 26 |
|
|
2015
Q1 | $2.37M | Sell |
11,404
-126
| -1% | -$26.2K | 0.72% | 26 |
|
|
2014
Q4 | $2.39M | Sell |
11,530
-226
| -2% | -$46.7K | 0.8% | 23 |
|
|
2014
Q3 | $2.33M | Sell |
11,756
-209
| -2% | -$41.4K | 0.86% | 18 |
|
|
2014
Q2 | $2.36M | Buy |
11,965
+1,823
| +18% | +$359K | 0.84% | 19 |
|
|
2014
Q1 | $1.91M | Sell |
10,142
-1,975
| -16% | -$372K | 0.75% | 26 |
|
|
2013
Q4 | $2.25M | Sell |
12,117
-4,892
| -29% | -$908K | 1.11% | 19 |
|
|
2013
Q3 | $2.87M | Sell |
17,009
-3,298
| -16% | -$557K | 1.68% | 14 |
|
|
2013
Q2 | $3.27M | Buy |
+20,307
| New | +$3.27M | 2.26% | 8 |
|