JIP
Jaffetilchin Investment Partners’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
3,118
| – | – | 0.02% | 298 |
|
|
2025
Q1 | $352K | Hold |
3,118
| – | – | 0.03% | 292 |
|
|
2024
Q4 | $345K | Hold |
3,118
| – | – | 0.03% | 285 |
|
|
2024
Q3 | $324K | Hold |
3,118
| – | – | 0.02% | 278 |
|
|
2024
Q2 | $295K | Buy |
3,118
+10
| +0.3% | +$946 | 0.03% | 284 |
|
|
2024
Q1 | $297K | Hold |
3,108
| – | – | 0.03% | 292 |
|
|
2023
Q4 | $265K | Hold |
3,108
| – | – | 0.03% | 295 |
|
|
2023
Q3 | $232K | Hold |
3,108
| – | – | 0.03% | 303 |
|
|
2023
Q2 | $232K | Hold |
3,108
| – | – | 0.02% | 321 |
|
|
2023
Q1 | $221K | Hold |
3,108
| – | – | 0.03% | 327 |
|
|
2022
Q4 | $235K | Hold |
3,108
| – | – | 0.03% | 315 |
|
|
2022
Q3 | $210K | Hold |
3,108
| – | – | 0.03% | 292 |
|
|
2022
Q2 | $217K | Hold |
3,108
| – | – | 0.03% | 289 |
|
|
2022
Q1 | $227K | Hold |
3,108
| – | – | 0.03% | 290 |
|
|
2021
Q4 | $269K | Hold |
3,108
| – | – | 0.03% | 295 |
|
|
2021
Q3 | $257K | Sell |
3,108
-3,108
| -50% | -$257K | 0.03% | 297 |
|
|
2021
Q2 | $460K | Buy |
6,216
+3,108
| +100% | +$230K | 0.03% | 274 |
|
|
2021
Q1 | $233K | Hold |
3,108
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $208K | Buy |
+3,108
| New | +$208K | 0.03% | 260 |
|
|
2020
Q1 | – | Sell |
-19,855
| Closed | -$2.74M | – | 196 |
|
|
2019
Q4 | $2.74M | Buy |
19,855
+1
| +0% | +$138 | 0.59% | 34 |
|
|
2019
Q3 | $2.56M | Hold |
19,854
| – | – | 0.61% | 29 |
|
|
2019
Q2 | $2.49M | Buy |
+19,854
| New | +$2.49M | 0.58% | 29 |
|
|
2018
Q4 | – | Sell |
-1,678
| Closed | -$204K | – | 308 |
|
|
2018
Q3 | $204K | Buy |
+1,678
| New | +$204K | 0.04% | 287 |
|
|
2015
Q1 | – | Sell |
-64,750
| Closed | -$5.84M | – | 229 |
|
|
2014
Q4 | $5.84M | Buy |
64,750
+2,700
| +4% | +$244K | 1.96% | 11 |
|
|
2014
Q3 | $5.2M | Buy |
62,050
+2,015
| +3% | +$169K | 1.91% | 12 |
|
|
2014
Q2 | $4.99M | Buy |
60,035
+4,256
| +8% | +$354K | 1.78% | 13 |
|
|
2014
Q1 | $4.56M | Buy |
55,779
+3,538
| +7% | +$289K | 1.78% | 13 |
|
|
2013
Q4 | $4.19M | Buy |
52,241
+20,296
| +64% | +$1.63M | 2.06% | 10 |
|
|
2013
Q3 | $2.34M | Buy |
31,945
+16,879
| +112% | +$1.24M | 1.37% | 17 |
|
|
2013
Q2 | $1.08M | Buy |
+15,066
| New | +$1.08M | 0.75% | 31 |
|