Jaffetilchin Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
|
|||||
|
2025
Q1 | $642K | Buy |
|
|||||
|
2024
Q4 | $516K | Buy |
|
|||||
|
2024
Q3 | $448K | Buy |
|
|||||
|
2024
Q2 | $358K | Buy |
|
|||||
|
2024
Q1 | $357K | Sell |
|
|||||
|
2023
Q4 | $333K | Buy |
|
|||||
|
2023
Q3 | $298K | Sell |
|
|||||
|
2023
Q2 | $314K | Sell |
|
|||||
|
2023
Q1 | $305K | Buy |
|
|||||
|
2022
Q4 | $302K | Buy |
|
|||||
|
2022
Q3 | $270K | Buy |
|
|||||
|
2022
Q2 | $286K | Buy |
|
|||||
|
2022
Q1 | $299K | Buy |
|
|||||
|
2021
Q4 | $328K | Buy |
|
|||||
|
2021
Q3 | $296K | Sell |
|
|||||
|
2021
Q2 | $538K | Buy |
|
|||||
|
2021
Q1 | $276K | Buy |
|
|||||
|
2020
Q4 | $248K | Buy |
|
|||||
|
2020
Q3 | $213K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $747K | Sell |
|
|||||
|
2017
Q4 | $2.16M | Buy |
|
|||||
|
2017
Q3 | $1.16M | Buy |
|
|||||
|
2017
Q2 | $1.11M | Sell |
|
|||||
|
2017
Q1 | $3.26M | Buy |
|