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Jaffetilchin Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.36M Buy
35,042
+1,431
+4% +$182K 0.26% 67
2025
Q4 		$4.04M Buy
33,611
+1,396
+4% +$167K 0.24% 75
2025
Q3 		$3.83M Buy
32,215
+3,440
+12% +$396K 0.23% 76
2025
Q2 		$3.14M Buy
28,775
+845
+3% +$87.3K 0.21% 81
2025
Q1 		$2.92M Buy
27,930
+3,146
+13% +$355K 0.21% 83
2024
Q4 		$2.86M Buy
24,784
+25
+0.1% +$2.99K 0.21% 80
2024
Q3 		$2.9M Buy
24,759
+145
+0.6% +$16.4K 0.22% 74
2024
Q2 		$2.63M Sell
24,614
-99
-0.4% -$10.6K 0.22% 72
2024
Q1 		$2.73M Sell
24,713
-104
-0.4% -$11K 0.24% 69
2023
Q4 		$2.69M Sell
24,817
-197
-0.8% -$19K 0.26% 67
2023
Q3 		$2.36M Buy
25,014
+20
+0.1% +$2K 0.26% 67
2023
Q2 		$2.49M Sell
24,994
-87
-0.3% -$8.28K 0.26% 63
2023
Q1 		$2.43M Sell
25,081
-1,208
-5% -$121K 0.28% 71
2022
Q4 		$2.49M Buy
26,289
+147
+0.6% +$14.1K 0.3% 67
2022
Q3 		$2.28M Sell
26,142
-151
-0.6% -$14.7K 0.29% 55
2022
Q2 		$2.43M Buy
26,293
+86
+0.3% +$8.55K 0.29% 63
2022
Q1 		$2.5M Sell
26,207
-46,618
-64% -$5.03M 0.29% 55
2021
Q4 		$8.34M Buy
72,825
+3,083
+4% +$351K 0.79% 30
2021
Q3 		$7.62M Sell
69,742
-24,532
-26% -$2.7M 0.81% 29
2021
Q2 		$10M Buy
94,274
+36,280
+63% +$4.05M 0.69% 29
2021
Q1 		$6.29M Buy
57,994
+29,016
+100% +$3.04M 0.74% 33
2020
Q4 		$2.66M Buy
28,978
+20,887
+258% +$1.72M 0.38% 41
2020
Q3 		$568K Buy
8,091
+191
+2% +$13.7K 0.1% 112
2020
Q2 		$540K Buy
7,900
+1,367
+21% +$86.3K 0.12% 107
2020
Q1 		$367K Sell
6,533
-36,205
-85% -$2.7M 0.13% 104
2019
Q4 		$3.58M Buy
42,738
+2,830
+7% +$228K 0.77% 21
2019
Q3 		$3.11M Sell
39,908
-1,347
-3% -$104K 0.74% 22
2019
Q2 		$3.23M Sell
41,255
-18,485
-31% -$1.44M 0.75% 21
2019
Q1 		$4.61M Buy
59,740
+4,547
+8% +$349K 1.02% 15
2018
Q4 		$3.83M Sell
55,193
-33,088
-37% -$2.56M 0.96% 18
2018
Q3 		$7.7M Buy
88,281
+1,025
+1% +$89.8K 1.63% 14
2018
Q2 		$7.28M Buy
87,256
+671
+0.8% +$54.7K 1.62% 13
2018
Q1 		$6.67M Buy
86,585
+31,499
+57% +$2.45M 1.49% 16
2017
Q4 		$4.23M Sell
55,086
-20,115
-27% -$1.52M 1.41% 17
2017
Q3 		$5.58M Buy
75,201
+19,549
+35% +$1.37M 1.32% 17
2017
Q2 		$3.9M Sell
55,652
-14,738
-21% -$1.02M 1.32% 17
2017
Q1 		$4.87M Buy
70,390
+50,614
+256% +$3.49M 1.24% 19
2016
Q4 		$1.36M Buy
+19,776
New +$1.28M 0.41% 37
2016
Q1 		– Sell
-6,278
Closed -$346K – 212
2015
Q4 		$346K Sell
6,278
-2,908
-32% -$164K 0.11% 133
2015
Q3 		$489K Hold
9,186
– – 0.18% 92
2015
Q2 		$541K Sell
9,186
-1,936
-17% -$114K 0.16% 102
2015
Q1 		$656K Sell
11,122
-524
-4% -$30K 0.2% 83
2014
Q4 		$664K Sell
11,646
-2,548
-18% -$139K 0.22% 71
2014
Q3 		$740K Sell
14,194
-3,526
-20% -$192K 0.27% 55
2014
Q2 		$993K Sell
17,720
-2,894
-14% -$157K 0.35% 39
2014
Q1 		$1.14M Sell
20,614
-61,836
-75% -$3.34M 0.44% 36
2013
Q4 		$4.5M Buy
82,450
+39,312
+91% +$2.05M 2.22% 9
2013
Q3 		$2.15M Buy
43,138
+26,042
+152% +$1.26M 1.26% 21
2013
Q2 		$772K Buy
+17,096
New +$757K 0.53% 45

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jaffetilchin Investment Partners's IJR Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q1 2026, buying an estimated $182K and bringing the position to 35,042 shares worth $4.36M. The position accounts for 0.26% of the portfolio, ranked #67.

Jaffetilchin Investment Partners first reported a position in IJR in Q2 2013 and has held it in 49 quarters since. The position peaked at $10M in Q2 2021. 2,738 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Jaffetilchin Investment Partners held 35,042 shares of iShares Core S&P Small-Cap ETF worth $4.36M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1,431 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $182K.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #67 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 49 quarters since.
  • Jaffetilchin Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $10M in Q2 2021.
  • 2,738 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.