Jaffetilchin Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.29M | Sell |
14,219
-260
| -2% | -$178K | 0.55% | 35 |
|
|
2025
Q4 | $9.92M | Buy |
14,479
+270
| +2% | +$183K | 0.58% | 34 |
|
|
2025
Q3 | $9.51M | Sell |
14,209
-42
| -0.3% | -$27.1K | 0.57% | 34 |
|
|
2025
Q2 | $8.85M | Sell |
14,251
-9
| -0.1% | -$5.17K | 0.58% | 34 |
|
|
2025
Q1 | $8.01M | Buy |
14,260
+47
| +0.3% | +$27.8K | 0.58% | 34 |
|
|
2024
Q4 | $8.37M | Sell |
14,213
-12
| -0.1% | -$7.1K | 0.61% | 33 |
|
|
2024
Q3 | $8.21M | Sell |
14,225
-238
| -2% | -$132K | 0.62% | 32 |
|
|
2024
Q2 | $7.91M | Buy |
14,463
+5
| +0% | +$2.63K | 0.68% | 32 |
|
|
2024
Q1 | $7.6M | Sell |
14,458
-224
| -2% | -$112K | 0.68% | 32 |
|
|
2023
Q4 | $7.01M | Sell |
14,682
-108
| -0.7% | -$48.3K | 0.68% | 32 |
|
|
2023
Q3 | $6.35M | Buy |
14,790
+301
| +2% | +$135K | 0.7% | 35 |
|
|
2023
Q2 | $6.46M | Sell |
14,489
-1,579
| -10% | -$665K | 0.68% | 34 |
|
|
2023
Q1 | $6.61M | Sell |
16,068
-238
| -1% | -$95.4K | 0.75% | 32 |
|
|
2022
Q4 | $6.26M | Buy |
16,306
+178
| +1% | +$68.7K | 0.76% | 32 |
|
|
2022
Q3 | $5.78M | Sell |
16,128
-31
| -0.2% | -$12.4K | 0.74% | 30 |
|
|
2022
Q2 | $6.13M | Buy |
16,159
+103
| +0.6% | +$42.4K | 0.72% | 31 |
|
|
2022
Q1 | $6.32M | Sell |
16,056
-731
| -4% | -$327K | 0.74% | 29 |
|
|
2021
Q4 | $8.01M | Sell |
16,787
-26
| -0.2% | -$12K | 0.76% | 32 |
|
|
2021
Q3 | $7.24M | Sell |
16,813
-20,784
| -55% | -$9.21M | 0.77% | 30 |
|
|
2021
Q2 | $15M | Buy |
37,597
+20,141
| +115% | +$8.44M | 1.04% | 16 |
|
|
2021
Q1 | $6.95M | Sell |
17,456
-3,578
| -17% | -$1.39M | 0.82% | 27 |
|
|
2020
Q4 | $7.9M | Sell |
21,034
-510
| -2% | -$182K | 1.12% | 19 |
|
|
2020
Q3 | $7.24M | Buy |
21,544
+4,236
| +24% | +$1.41M | 1.34% | 17 |
|
|
2020
Q2 | $5.36M | Buy |
17,308
+3,502
| +25% | +$1.03M | 1.18% | 17 |
|
|
2020
Q1 | $3.57M | Buy |
13,806
+2,254
| +20% | +$691K | 1.26% | 14 |
|
|
2019
Q4 | $3.73M | Sell |
11,552
-775
| -6% | -$240K | 0.81% | 19 |
|
|
2019
Q3 | $3.68M | Sell |
12,327
-229
| -2% | -$68.1K | 0.88% | 18 |
|
|
2019
Q2 | $3.7M | Sell |
12,556
-1,330
| -10% | -$385K | 0.86% | 17 |
|
|
2019
Q1 | $3.95M | Buy |
13,886
+1,730
| +14% | +$473K | 0.88% | 16 |
|
|
2018
Q4 | $3.06M | Buy |
12,156
+208
| +2% | +$56.5K | 0.76% | 21 |
|
|
2018
Q3 | $3.5M | Sell |
11,948
-623
| -5% | -$179K | 0.74% | 26 |
|
|
2018
Q2 | $3.43M | Buy |
12,571
+24
| +0.2% | +$6.53K | 0.76% | 25 |
|
|
2018
Q1 | $3.33M | Buy |
12,547
+7,582
| +153% | +$2.09M | 0.75% | 27 |
|
|
2017
Q4 | $1.33M | Sell |
4,965
-8,869
| -64% | -$2.32M | 0.44% | 47 |
|
|
2017
Q3 | $3.5M | Buy |
13,834
+8,314
| +151% | +$2.06M | 0.82% | 27 |
|
|
2017
Q2 | $1.34M | Sell |
5,520
-8,487
| -61% | -$2.05M | 0.45% | 38 |
|
|
2017
Q1 | $3.32M | Buy |
14,007
+7,104
| +103% | +$1.66M | 0.84% | 29 |
|
|
2016
Q4 | $1.55M | Buy |
6,903
+1,192
| +21% | +$262K | 0.46% | 33 |
|
|
2016
Q3 | $1.24M | Sell |
5,711
-1,592
| -22% | -$346K | 0.4% | 37 |
|
|
2016
Q2 | $1.54M | Sell |
7,303
-1,566
| -18% | -$327K | 0.47% | 32 |
|
|
2016
Q1 | $1.83M | Sell |
8,869
-909
| -9% | -$178K | 0.58% | 32 |
|
|
2015
Q4 | $2M | Buy |
9,778
+220
| +2% | +$45.4K | 0.65% | 30 |
|
|
2015
Q3 | $1.84M | Sell |
9,558
-719
| -7% | -$147K | 0.69% | 26 |
|
|
2015
Q2 | $2.13M | Sell |
10,277
-1,127
| -10% | -$239K | 0.64% | 26 |
|
|
2015
Q1 | $2.37M | Sell |
11,404
-126
| -1% | -$26.2K | 0.72% | 26 |
|
|
2014
Q4 | $2.38M | Sell |
11,530
-226
| -2% | -$45.7K | 0.8% | 23 |
|
|
2014
Q3 | $2.33M | Sell |
11,756
-209
| -2% | -$41.6K | 0.86% | 18 |
|
|
2014
Q2 | $2.36M | Buy |
11,965
+1,823
| +18% | +$349K | 0.84% | 19 |
|
|
2014
Q1 | $1.91M | Sell |
10,142
-1,975
| -16% | -$365K | 0.75% | 26 |
|
|
2013
Q4 | $2.25M | Sell |
12,117
-4,892
| -29% | -$871K | 1.11% | 19 |
|
|
2013
Q3 | $2.87M | Sell |
17,009
-3,298
| -16% | -$556K | 1.68% | 14 |
|
|
2013
Q2 | $3.27M | Buy |
+20,307
| New | +$3.29M | 2.26% | 8 |
|
Other funds holding IVV
Jaffetilchin Investment Partners's IVV Position: Q1 2026 in Review
Jaffetilchin Investment Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q1 2026, selling an estimated $178K and leaving 14,219 shares worth $9.29M. The position accounts for 0.55% of the portfolio, ranked #35.
Jaffetilchin Investment Partners first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $15M in Q2 2021. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Jaffetilchin Investment Partners held 14,219 shares of iShares Core S&P 500 ETF worth $9.29M as of Q1 2026.
- Jaffetilchin Investment Partners sold 260 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $178K.
- iShares Core S&P 500 ETF made up 0.55% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #35 holding.
- Jaffetilchin Investment Partners first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- Jaffetilchin Investment Partners's iShares Core S&P 500 ETF position peaked at $15M in Q2 2021.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.