Jaffetilchin Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
9,606
+44
| +0.5% | +$4.05K | 0.06% | 196 |
|
|
2025
Q1 | $813K | Buy |
9,562
+3,869
| +68% | +$329K | 0.06% | 192 |
|
|
2024
Q4 | $503K | Buy |
5,693
+239
| +4% | +$21.1K | 0.04% | 226 |
|
|
2024
Q3 | $481K | Buy |
5,454
+33
| +0.6% | +$2.91K | 0.04% | 232 |
|
|
2024
Q2 | $440K | Buy |
5,421
+45
| +0.8% | +$3.65K | 0.04% | 236 |
|
|
2024
Q1 | $452K | Buy |
5,376
+13
| +0.2% | +$1.09K | 0.04% | 226 |
|
|
2023
Q4 | $417K | Buy |
5,363
+44
| +0.8% | +$3.42K | 0.04% | 237 |
|
|
2023
Q3 | $368K | Hold |
5,319
| – | – | 0.04% | 242 |
|
|
2023
Q2 | $388K | Buy |
5,319
+630
| +13% | +$46K | 0.04% | 237 |
|
|
2023
Q1 | $328K | Buy |
4,689
+17
| +0.4% | +$1.19K | 0.04% | 271 |
|
|
2022
Q4 | $315K | Buy |
4,672
+49
| +1% | +$3.31K | 0.04% | 264 |
|
|
2022
Q3 | $287K | Sell |
4,623
-474
| -9% | -$29.4K | 0.04% | 255 |
|
|
2022
Q2 | $330K | Buy |
5,097
+652
| +15% | +$42.2K | 0.04% | 238 |
|
|
2022
Q1 | $301K | Buy |
4,445
+1,014
| +30% | +$68.7K | 0.04% | 263 |
|
|
2021
Q4 | $285K | Buy |
3,431
+8
| +0.2% | +$665 | 0.03% | 288 |
|
|
2021
Q3 | $268K | Sell |
3,423
-2,250
| -40% | -$176K | 0.03% | 291 |
|
|
2021
Q2 | $424K | Buy |
5,673
+2,427
| +75% | +$181K | 0.03% | 283 |
|
|
2021
Q1 | $240K | Buy |
+3,246
| New | +$240K | 0.03% | 304 |
|