Jaffetilchin Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $904K | Sell |
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|
2025
Q2 | $883K | Buy |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $481K | Buy |
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|
2024
Q2 | $440K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $417K | Buy |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $240K | Buy |
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