Jaffetilchin Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
3,425
+14
| +0.4% | +$2.72K | 0.04% | 222 |
|
|
2025
Q1 | $642K | Buy |
3,411
+625
| +22% | +$118K | 0.05% | 218 |
|
|
2024
Q4 | $516K | Buy |
2,786
+423
| +18% | +$78.3K | 0.04% | 222 |
|
|
2024
Q3 | $448K | Buy |
2,363
+312
| +15% | +$59.2K | 0.03% | 243 |
|
|
2024
Q2 | $358K | Buy |
2,051
+56
| +3% | +$9.77K | 0.03% | 262 |
|
|
2024
Q1 | $357K | Sell |
1,995
-21
| -1% | -$3.76K | 0.03% | 261 |
|
|
2023
Q4 | $333K | Buy |
2,016
+53
| +3% | +$8.76K | 0.03% | 268 |
|
|
2023
Q3 | $298K | Sell |
1,963
-25
| -1% | -$3.8K | 0.03% | 263 |
|
|
2023
Q2 | $314K | Sell |
1,988
-13
| -0.6% | -$2.05K | 0.03% | 274 |
|
|
2023
Q1 | $305K | Buy |
2,001
+10
| +0.5% | +$1.52K | 0.03% | 284 |
|
|
2022
Q4 | $302K | Buy |
1,991
+5
| +0.3% | +$758 | 0.04% | 272 |
|
|
2022
Q3 | $270K | Buy |
1,986
+12
| +0.6% | +$1.63K | 0.03% | 267 |
|
|
2022
Q2 | $286K | Buy |
1,974
+9
| +0.5% | +$1.3K | 0.03% | 256 |
|
|
2022
Q1 | $299K | Buy |
1,965
+14
| +0.7% | +$2.13K | 0.04% | 264 |
|
|
2021
Q4 | $328K | Buy |
1,951
+61
| +3% | +$10.3K | 0.03% | 265 |
|
|
2021
Q3 | $296K | Sell |
1,890
-1,750
| -48% | -$274K | 0.03% | 277 |
|
|
2021
Q2 | $538K | Buy |
3,640
+1,820
| +100% | +$269K | 0.04% | 246 |
|
|
2021
Q1 | $276K | Buy |
1,820
+7
| +0.4% | +$1.06K | 0.03% | 282 |
|
|
2020
Q4 | $248K | Buy |
1,813
+8
| +0.4% | +$1.09K | 0.04% | 243 |
|
|
2020
Q3 | $213K | Buy |
+1,805
| New | +$213K | 0.04% | 208 |
|
|
2018
Q2 | – | Sell |
-6,223
| Closed | -$747K | – | 338 |
|
|
2018
Q1 | $747K | Sell |
6,223
-11,153
| -64% | -$1.34M | 0.17% | 110 |
|
|
2017
Q4 | $2.16M | Buy |
17,376
+7,580
| +77% | +$943K | 0.72% | 27 |
|
|
2017
Q3 | $1.16M | Buy |
9,796
+236
| +2% | +$28K | 0.27% | 66 |
|
|
2017
Q2 | $1.11M | Sell |
9,560
-18,768
| -66% | -$2.19M | 0.38% | 48 |
|
|
2017
Q1 | $3.26M | Buy |
+28,328
| New | +$3.26M | 0.83% | 31 |
|