Jaffetilchin Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
15,692
+276
| +2% | +$59.6K | 0.22% | 78 |
|
|
2025
Q1 | $3.08M | Buy |
15,416
+1,052
| +7% | +$210K | 0.22% | 77 |
|
|
2024
Q4 | $3.17M | Buy |
14,364
+138
| +1% | +$30.5K | 0.23% | 70 |
|
|
2024
Q3 | $3.14M | Buy |
14,226
+11,750
| +475% | +$2.6M | 0.24% | 67 |
|
|
2024
Q2 | $502K | Sell |
2,476
-90
| -4% | -$18.3K | 0.04% | 215 |
|
|
2024
Q1 | $540K | Sell |
2,566
-36
| -1% | -$7.57K | 0.05% | 199 |
|
|
2023
Q4 | $522K | Sell |
2,602
-5
| -0.2% | -$1K | 0.05% | 211 |
|
|
2023
Q3 | $461K | Sell |
2,607
-342
| -12% | -$60.5K | 0.05% | 208 |
|
|
2023
Q2 | $552K | Buy |
2,949
+534
| +22% | +$100K | 0.06% | 185 |
|
|
2023
Q1 | $431K | Sell |
2,415
-28
| -1% | -$5K | 0.05% | 226 |
|
|
2022
Q4 | $426K | Buy |
2,443
+76
| +3% | +$13.3K | 0.05% | 219 |
|
|
2022
Q3 | $390K | Sell |
2,367
-26
| -1% | -$4.28K | 0.05% | 213 |
|
|
2022
Q2 | $405K | Buy |
2,393
+245
| +11% | +$41.5K | 0.05% | 208 |
|
|
2022
Q1 | $371K | Buy |
2,148
+211
| +11% | +$36.4K | 0.04% | 230 |
|
|
2021
Q4 | $431K | Buy |
1,937
+11
| +0.6% | +$2.45K | 0.04% | 232 |
|
|
2021
Q3 | $421K | Sell |
1,926
-546
| -22% | -$119K | 0.04% | 226 |
|
|
2021
Q2 | $543K | Buy |
2,472
+732
| +42% | +$161K | 0.04% | 243 |
|
|
2021
Q1 | $384K | Buy |
+1,740
| New | +$384K | 0.05% | 231 |
|
|
2016
Q1 | – | Sell |
-15,404
| Closed | -$1.74M | – | 214 |
|
|
2015
Q4 | $1.74M | Sell |
15,404
-198
| -1% | -$22.3K | 0.56% | 33 |
|
|
2015
Q3 | $1.7M | Sell |
15,602
-14,265
| -48% | -$1.56M | 0.63% | 32 |
|
|
2015
Q2 | $3.73M | Buy |
29,867
+165
| +0.6% | +$20.6K | 1.12% | 17 |
|
|
2015
Q1 | $3.69M | Buy |
29,702
+6,454
| +28% | +$803K | 1.12% | 17 |
|
|
2014
Q4 | $2.78M | Buy |
+23,248
| New | +$2.78M | 0.93% | 20 |
|
|
2014
Q3 | – | Sell |
-57,013
| Closed | -$6.77M | – | 226 |
|
|
2014
Q2 | $6.77M | Buy |
57,013
+5,731
| +11% | +$681K | 2.42% | 11 |
|
|
2014
Q1 | $5.97M | Buy |
51,282
+48,840
| +2,000% | +$5.68M | 2.33% | 11 |
|
|
2013
Q4 | $282K | Buy |
2,442
+29
| +1% | +$3.35K | 0.14% | 151 |
|
|
2013
Q3 | $257K | Sell |
2,413
-1,160
| -32% | -$124K | 0.15% | 150 |
|
|
2013
Q2 | $347K | Buy |
+3,573
| New | +$347K | 0.24% | 110 |
|