Jaffetilchin Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
14,721
+36
| +0.2% | +$3.38K | 0.09% | 147 |
|
|
2025
Q1 | $1.38M | Buy |
14,685
+3,789
| +35% | +$355K | 0.1% | 144 |
|
|
2024
Q4 | $967K | Buy |
10,896
+79
| +0.7% | +$7.01K | 0.07% | 167 |
|
|
2024
Q3 | $988K | Sell |
10,817
-58
| -0.5% | -$5.3K | 0.07% | 146 |
|
|
2024
Q2 | $913K | Sell |
10,875
-61
| -0.6% | -$5.12K | 0.08% | 143 |
|
|
2024
Q1 | $914K | Buy |
10,936
+41
| +0.4% | +$3.43K | 0.08% | 142 |
|
|
2023
Q4 | $850K | Buy |
10,895
+362
| +3% | +$28.2K | 0.08% | 152 |
|
|
2023
Q3 | $762K | Buy |
10,533
+81
| +0.8% | +$5.86K | 0.08% | 148 |
|
|
2023
Q2 | $777K | Buy |
10,452
+12
| +0.1% | +$892 | 0.08% | 145 |
|
|
2023
Q1 | $759K | Sell |
10,440
-256
| -2% | -$18.6K | 0.09% | 152 |
|
|
2022
Q4 | $771K | Sell |
10,696
-327
| -3% | -$23.6K | 0.09% | 153 |
|
|
2022
Q3 | $729K | Buy |
11,023
+40
| +0.4% | +$2.65K | 0.09% | 137 |
|
|
2022
Q2 | $771K | Buy |
10,983
+31
| +0.3% | +$2.18K | 0.09% | 148 |
|
|
2022
Q1 | $778K | Buy |
10,952
+459
| +4% | +$32.6K | 0.09% | 141 |
|
|
2021
Q4 | $849K | Buy |
10,493
+1,221
| +13% | +$98.8K | 0.08% | 157 |
|
|
2021
Q3 | $681K | Sell |
9,272
-3,303
| -26% | -$243K | 0.07% | 169 |
|
|
2021
Q2 | $901K | Buy |
12,575
+8,200
| +187% | +$588K | 0.06% | 183 |
|
|
2021
Q1 | $303K | Buy |
4,375
+19
| +0.4% | +$1.32K | 0.04% | 264 |
|
|
2020
Q4 | $296K | Buy |
4,356
+617
| +17% | +$41.9K | 0.04% | 229 |
|
|
2020
Q3 | $238K | Sell |
3,739
-1,029
| -22% | -$65.5K | 0.04% | 204 |
|
|
2020
Q2 | $289K | Sell |
4,768
-8,845
| -65% | -$536K | 0.06% | 172 |
|
|
2020
Q1 | $735K | Buy |
13,613
+1,225
| +10% | +$66.1K | 0.26% | 61 |
|
|
2019
Q4 | $813K | Sell |
12,388
-4,771
| -28% | -$313K | 0.18% | 83 |
|
|
2019
Q3 | $1.1M | Buy |
17,159
+4,238
| +33% | +$272K | 0.26% | 58 |
|
|
2019
Q2 | $798K | Buy |
12,921
+2,131
| +20% | +$132K | 0.19% | 84 |
|
|
2019
Q1 | $634K | Sell |
10,790
-1,442
| -12% | -$84.7K | 0.14% | 124 |
|
|
2018
Q4 | $641K | Buy |
+12,232
| New | +$641K | 0.16% | 94 |
|
|
2017
Q2 | – | Sell |
-7,446
| Closed | -$355K | – | 292 |
|
|
2017
Q1 | $355K | Buy |
+7,446
| New | +$355K | 0.09% | 187 |
|