Jaffetilchin Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
39,887
+15
| +0% | +$5.09K | 0.89% | 26 |
|
|
2025
Q1 | $12.2M | Buy |
39,872
+175
| +0.4% | +$53.7K | 0.89% | 26 |
|
|
2024
Q4 | $12.8M | Buy |
39,697
+16
| +0% | +$5.16K | 0.93% | 25 |
|
|
2024
Q3 | $12.5M | Buy |
39,681
+108
| +0.3% | +$34K | 0.94% | 26 |
|
|
2024
Q2 | $11.8M | Buy |
39,573
+75
| +0.2% | +$22.3K | 1.01% | 25 |
|
|
2024
Q1 | $11.4M | Buy |
39,498
+79
| +0.2% | +$22.8K | 1.02% | 24 |
|
|
2023
Q4 | $10.3M | Buy |
39,419
+288
| +0.7% | +$75.5K | 1.01% | 23 |
|
|
2023
Q3 | $9.19M | Sell |
39,131
-33
| -0.1% | -$7.75K | 1.01% | 23 |
|
|
2023
Q2 | $9.55M | Buy |
39,164
+201
| +0.5% | +$49K | 1.01% | 23 |
|
|
2023
Q1 | $8.78M | Buy |
38,963
+134
| +0.3% | +$30.2K | 1% | 24 |
|
|
2022
Q4 | $8.17M | Sell |
38,829
-352
| -0.9% | -$74.1K | 1% | 23 |
|
|
2022
Q3 | $7.73M | Buy |
39,181
+141
| +0.4% | +$27.8K | 0.99% | 24 |
|
|
2022
Q2 | $8.11M | Buy |
39,040
+93
| +0.2% | +$19.3K | 0.96% | 24 |
|
|
2022
Q1 | $8.4M | Sell |
38,947
-1,635
| -4% | -$353K | 0.99% | 24 |
|
|
2021
Q4 | $10.7M | Sell |
40,582
-119
| -0.3% | -$31.5K | 1.01% | 23 |
|
|
2021
Q3 | $9.84M | Sell |
40,701
-41,010
| -50% | -$9.91M | 1.05% | 23 |
|
|
2021
Q2 | $18.5M | Buy |
81,711
+41,172
| +102% | +$9.34M | 1.28% | 14 |
|
|
2021
Q1 | $9.07M | Sell |
40,539
-622
| -2% | -$139K | 1.07% | 23 |
|
|
2020
Q4 | $8.72M | Buy |
41,161
+6
| +0% | +$1.27K | 1.24% | 16 |
|
|
2020
Q3 | $7.7M | Buy |
41,155
+949
| +2% | +$178K | 1.42% | 15 |
|
|
2020
Q2 | $6.9M | Buy |
40,206
+772
| +2% | +$133K | 1.52% | 14 |
|
|
2020
Q1 | $5.58M | Buy |
39,434
+3,449
| +10% | +$488K | 1.97% | 10 |
|
|
2019
Q4 | $6.42M | Buy |
35,985
+1
| +0% | +$178 | 1.39% | 13 |
|
|
2019
Q3 | $5.92M | Buy |
35,984
+1
| +0% | +$165 | 1.41% | 13 |
|
|
2019
Q2 | $5.86M | Buy |
35,983
+26
| +0.1% | +$4.23K | 1.36% | 13 |
|
|
2019
Q1 | $5.66M | Sell |
35,957
-1,040
| -3% | -$164K | 1.26% | 13 |
|
|
2018
Q4 | $5.13M | Buy |
36,997
+242
| +0.7% | +$33.6K | 1.28% | 13 |
|
|
2018
Q3 | $5.94M | Buy |
36,755
+48
| +0.1% | +$7.76K | 1.26% | 17 |
|
|
2018
Q2 | $5.58M | Hold |
36,707
| – | – | 1.24% | 19 |
|
|
2018
Q1 | $5.39M | Buy |
36,707
+609
| +2% | +$89.4K | 1.21% | 17 |
|
|
2017
Q4 | $5.36M | Sell |
36,098
-1,036
| -3% | -$154K | 1.79% | 13 |
|
|
2017
Q3 | $5.19M | Buy |
37,134
+1,165
| +3% | +$163K | 1.22% | 22 |
|
|
2017
Q2 | $4.87M | Sell |
35,969
-982
| -3% | -$133K | 1.65% | 15 |
|
|
2017
Q1 | $4.85M | Sell |
36,951
-17,034
| -32% | -$2.24M | 1.23% | 20 |
|
|
2016
Q4 | $6.72M | Buy |
53,985
+327
| +0.6% | +$40.7K | 2% | 10 |
|
|
2016
Q3 | $6.46M | Buy |
53,658
+323
| +0.6% | +$38.9K | 2.05% | 11 |
|
|
2016
Q2 | $6.23M | Sell |
53,335
-46,552
| -47% | -$5.44M | 1.89% | 12 |
|
|
2016
Q1 | $11.4M | Sell |
99,887
-112,446
| -53% | -$12.8M | 3.6% | 9 |
|
|
2015
Q4 | $24.1M | Buy |
212,333
+17,893
| +9% | +$2.03M | 7.81% | 1 |
|
|
2015
Q3 | $20.8M | Sell |
194,440
-175,742
| -47% | -$18.8M | 7.76% | 2 |
|
|
2015
Q2 | $43M | Sell |
370,182
-3,320
| -0.9% | -$385K | 12.89% | 1 |
|
|
2015
Q1 | $43.3M | Sell |
373,502
-3,310
| -0.9% | -$383K | 13.09% | 1 |
|
|
2014
Q4 | $43.2M | Buy |
376,812
+23,377
| +7% | +$2.68M | 14.49% | 1 |
|
|
2014
Q3 | $38.8M | Buy |
353,435
+18,927
| +6% | +$2.08M | 14.25% | 1 |
|
|
2014
Q2 | $36.8M | Buy |
334,508
+26,384
| +9% | +$2.91M | 13.14% | 1 |
|
|
2014
Q1 | $32.3M | Buy |
308,124
+113,966
| +59% | +$11.9M | 12.62% | 1 |
|
|
2013
Q4 | $20M | Buy |
194,158
+71,682
| +59% | +$7.4M | 9.87% | 1 |
|
|
2013
Q3 | $11.5M | Buy |
122,476
+67,757
| +124% | +$6.38M | 6.75% | 1 |
|
|
2013
Q2 | $4.92M | Buy |
+54,719
| New | +$4.92M | 3.41% | 3 |
|