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Jaffetilchin Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Buy
1,976
+1
+0.1% +$120 0.01% 428
2025
Q4 		$243K Buy
1,975
+2
+0.1% +$245 0.01% 406
2025
Q3 		$238K Sell
1,973
-102
-5% -$11.7K 0.01% 398
2025
Q2 		$228K Sell
2,075
-161
-7% -$15.9K 0.01% 387
2025
Q1 		$208K Buy
+2,236
New +$225K 0.02% 388
2024
Q4 		– Sell
-1,645
Closed -$158K – 829
2024
Q3 		$158K Buy
+1,645
New +$152K 0.01% 390
2022
Q1 		– Sell
-2,765
Closed -$231K – 353
2021
Q4 		$231K Sell
2,765
-373
-12% -$30.1K 0.02% 309
2021
Q3 		$232K Sell
3,138
-7,575
-71% -$577K 0.02% 318
2021
Q2 		$723K Buy
10,713
+5,473
+104% +$379K 0.05% 214
2021
Q1 		$341K Sell
5,240
-1,130
-18% -$73K 0.04% 245
2020
Q4 		$407K Sell
6,370
-286
-4% -$17.3K 0.06% 187
2020
Q3 		$385K Sell
6,656
-7,644
-53% -$433K 0.07% 164
2020
Q2 		$742K Sell
14,300
-6,824
-32% -$327K 0.16% 85
2020
Q1 		$872K Sell
21,124
-896
-4% -$42.4K 0.31% 47
2019
Q4 		$1.07M Buy
+22,020
New +$1.02M 0.23% 68
2019
Q3 		– Sell
-38,112
Closed -$1.71M – 244
2019
Q2 		$1.71M Sell
38,112
-24
-0.1% -$1.06K 0.4% 41
2019
Q1 		$1.64M Buy
+38,136
New +$1.56M 0.36% 40
2018
Q1 		– Sell
-41,552
Closed -$1.59M – 334
2017
Q4 		$1.59M Buy
41,552
+20,208
+95% +$755K 0.53% 38
2017
Q3 		$765K Buy
21,344
+12,784
+149% +$450K 0.18% 97
2017
Q2 		$293K Sell
8,560
-29,612
-78% -$1M 0.1% 178
2017
Q1 		$1.25M Buy
+38,172
New +$1.22M 0.32% 50

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jaffetilchin Investment Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q1 2026, buying an estimated $120 and bringing the position to 1,976 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #428.

Jaffetilchin Investment Partners first reported a position in IVW in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.71M in Q2 2019. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,976 shares of iShares S&P 500 Growth ETF worth $224K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1 iShares S&P 500 Growth ETF share in Q1 2026, an estimated $120.
  • iShares S&P 500 Growth ETF made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #428 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 21 quarters since.
  • Jaffetilchin Investment Partners's iShares S&P 500 Growth ETF position peaked at $1.71M in Q2 2019.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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