JIP
Jaffetilchin Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
4,907
-98
| -2% | -$34.4K | 0.11% | 125 |
|
|
2025
Q1 | $1.59M | Buy |
5,005
+7
| +0.1% | +$2.22K | 0.12% | 129 |
|
|
2024
Q4 | $1.67M | Sell |
4,998
-21
| -0.4% | -$7.02K | 0.12% | 117 |
|
|
2024
Q3 | $1.64M | Sell |
5,019
-33
| -0.7% | -$10.8K | 0.12% | 104 |
|
|
2024
Q2 | $1.56M | Sell |
5,052
-387
| -7% | -$119K | 0.13% | 95 |
|
|
2024
Q1 | $1.63M | Sell |
5,439
-43,150
| -89% | -$12.9M | 0.15% | 96 |
|
|
2023
Q4 | $13.3M | Buy |
48,589
+765
| +2% | +$209K | 1.3% | 17 |
|
|
2023
Q3 | $11.7M | Buy |
47,824
+397
| +0.8% | +$97.3K | 1.29% | 19 |
|
|
2023
Q2 | $12.1M | Buy |
47,427
+7,113
| +18% | +$1.81M | 1.27% | 18 |
|
|
2023
Q1 | $9.49M | Buy |
40,314
+30,125
| +296% | +$7.09M | 1.08% | 22 |
|
|
2022
Q4 | $2.25M | Sell |
10,189
-8,069
| -44% | -$1.78M | 0.27% | 72 |
|
|
2022
Q3 | $3.78M | Buy |
18,258
+3,155
| +21% | +$653K | 0.49% | 39 |
|
|
2022
Q2 | $3.28M | Sell |
15,103
-504
| -3% | -$110K | 0.39% | 53 |
|
|
2022
Q1 | $3.52M | Buy |
+15,607
| New | +$3.52M | 0.41% | 47 |
|