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Jaffetilchin Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Sell
7,275
-54
-0.7% -$11.7K 0.09% 142
2025
Q4 		$1.55M Buy
7,329
+138
+2% +$28.9K 0.09% 142
2025
Q3 		$1.48M Sell
7,191
-66
-0.9% -$13.3K 0.09% 146
2025
Q2 		$1.42M Buy
7,257
+20
+0.3% +$3.73K 0.09% 144
2025
Q1 		$1.38M Buy
7,237
+268
+4% +$51.9K 0.1% 143
2024
Q4 		$1.33M Sell
6,969
-78
-1% -$15.5K 0.1% 136
2024
Q3 		$1.39M Buy
7,047
+22
+0.3% +$4.18K 0.11% 114
2024
Q2 		$1.28M Buy
7,025
+57
+0.8% +$10.4K 0.11% 117
2024
Q1 		$1.3M Buy
6,968
+18
+0.3% +$3.2K 0.12% 110
2023
Q4 		$1.21M Sell
6,950
-8
-0.1% -$1.29K 0.12% 117
2023
Q3 		$1.07M Sell
6,958
-22
-0.3% -$3.56K 0.12% 106
2023
Q2 		$1.13M Buy
6,980
+39
+0.6% +$6K 0.12% 116
2023
Q1 		$1.05M Sell
6,941
-60
-0.9% -$9.07K 0.12% 129
2022
Q4 		$1.02M Buy
7,001
+78
+1% +$11.1K 0.12% 126
2022
Q3 		$890K Buy
6,923
+40
+0.6% +$5.67K 0.11% 117
2022
Q2 		$946K Buy
6,883
+1,396
+25% +$206K 0.11% 125
2022
Q1 		$790K Buy
5,487
+1,889
+53% +$291K 0.09% 139
2021
Q4 		$564K Buy
3,598
+43
+1% +$6.54K 0.05% 199
2021
Q3 		$517K Buy
3,555
+203
+6% +$30.3K 0.06% 199
2021
Q2 		$495K Buy
3,352
+1,742
+108% +$257K 0.03% 262
2021
Q1 		$227K Buy
+1,610
New +$217K 0.03% 318
2019
Q3 		– Sell
-16,455
Closed -$1.92M – 243
2019
Q2 		$1.92M Buy
16,455
+23
+0.1% +$2.63K 0.45% 37
2019
Q1 		$1.85M Buy
+16,432
New +$1.8M 0.41% 33

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 0.74% in Q1 2026, selling an estimated $11.7K and leaving 7,275 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #142.

Jaffetilchin Investment Partners first reported a position in IVE in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.92M in Q2 2019. 1,715 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Jaffetilchin Investment Partners held 7,275 shares of iShares S&P 500 Value ETF worth $1.54M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 54 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $11.7K.
  • iShares S&P 500 Value ETF made up 0.09% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #142 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 23 quarters since.
  • Jaffetilchin Investment Partners's iShares S&P 500 Value ETF position peaked at $1.92M in Q2 2019.
  • 1,715 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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