JIP
Jaffetilchin Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
2,075
-161
| -7% | -$17.7K | 0.01% | 387 |
|
|
2025
Q1 | $208K | Buy |
+2,236
| New | +$208K | 0.02% | 388 |
|
|
2024
Q4 | – | Sell |
-1,645
| Closed | -$158K | – | 830 |
|
|
2024
Q3 | $158K | Buy |
+1,645
| New | +$158K | 0.01% | 385 |
|
|
2022
Q1 | – | Sell |
-2,765
| Closed | -$231K | – | 350 |
|
|
2021
Q4 | $231K | Sell |
2,765
-373
| -12% | -$31.2K | 0.02% | 309 |
|
|
2021
Q3 | $232K | Sell |
3,138
-7,575
| -71% | -$560K | 0.02% | 318 |
|
|
2021
Q2 | $723K | Buy |
10,713
+5,473
| +104% | +$369K | 0.05% | 214 |
|
|
2021
Q1 | $341K | Sell |
5,240
-1,130
| -18% | -$73.5K | 0.04% | 245 |
|
|
2020
Q4 | $407K | Buy |
6,370
+4,706
| +283% | +$301K | 0.06% | 187 |
|
|
2020
Q3 | $385K | Sell |
1,664
-1,911
| -53% | -$442K | 0.07% | 164 |
|
|
2020
Q2 | $742K | Sell |
3,575
-1,706
| -32% | -$354K | 0.16% | 85 |
|
|
2020
Q1 | $872K | Sell |
5,281
-224
| -4% | -$37K | 0.31% | 47 |
|
|
2019
Q4 | $1.07M | Buy |
+5,505
| New | +$1.07M | 0.23% | 68 |
|
|
2019
Q3 | – | Sell |
-9,528
| Closed | -$1.71M | – | 244 |
|
|
2019
Q2 | $1.71M | Sell |
9,528
-6
| -0.1% | -$1.08K | 0.4% | 41 |
|
|
2019
Q1 | $1.64M | Buy |
+9,534
| New | +$1.64M | 0.36% | 40 |
|
|
2018
Q1 | – | Sell |
-10,388
| Closed | -$1.59M | – | 334 |
|
|
2017
Q4 | $1.59M | Buy |
10,388
+5,052
| +95% | +$772K | 0.53% | 38 |
|
|
2017
Q3 | $765K | Buy |
5,336
+3,196
| +149% | +$458K | 0.18% | 97 |
|
|
2017
Q2 | $293K | Sell |
2,140
-7,403
| -78% | -$1.01M | 0.1% | 178 |
|
|
2017
Q1 | $1.26M | Buy |
+9,543
| New | +$1.26M | 0.32% | 50 |
|