JIP
MLRG

Jaffetilchin Investment Partners’s iShares MSCI USA ETF MLRG Stock Holding History

Jaffetilchin Investment Partners’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-400
Closed -$31.7K – 803
2024
Q3 		$31.7K Buy
+400
New +$30.5K ﹤0.01% 662

Other funds holding MLRG

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Morgan Stanley
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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Jaffetilchin Investment Partners's MLRG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares MSCI USA ETF (MLRG) in Q4 2024, closing a stake of 400 shares — an estimated $31.7K sold.

Jaffetilchin Investment Partners first reported a position in MLRG in Q3 2024 and held it in 1 quarter. The position peaked at $31.7K in Q3 2024. 181 funds tracked by Wall St. Rank hold MLRG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 400 iShares MSCI USA ETF shares in Q4 2024, an estimated $31.7K.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI USA ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares MSCI USA ETF position peaked at $31.7K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.