Jaffetilchin Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.3M Buy
40,216
+48
+0.1% +$17.9K 0.85% 29
2025
Q4
$15M Buy
40,168
+184
+0.5% +$68.2K 0.88% 26
2025
Q3
$14.6M Buy
39,984
+97
+0.2% +$34.2K 0.87% 26
2025
Q2
$13.5M Buy
39,887
+15
+0% +$4.71K 0.89% 26
2025
Q1
$12.2M Buy
39,872
+175
+0.4% +$56.6K 0.89% 26
2024
Q4
$12.8M Buy
39,697
+16
+0% +$5.18K 0.93% 25
2024
Q3
$12.5M Buy
39,681
+108
+0.3% +$32.7K 0.94% 26
2024
Q2
$11.8M Buy
39,573
+75
+0.2% +$21.5K 1.01% 25
2024
Q1
$11.4M Buy
39,498
+79
+0.2% +$21.7K 1.02% 24
2023
Q4
$10.3M Buy
39,419
+288
+0.7% +$70.5K 1.01% 23
2023
Q3
$9.19M Sell
39,131
-33
-0.1% -$8.08K 1.01% 23
2023
Q2
$9.55M Buy
39,164
+201
+0.5% +$46.3K 1.01% 23
2023
Q1
$8.78M Buy
38,963
+134
+0.3% +$29.5K 1% 24
2022
Q4
$8.17M Sell
38,829
-352
-0.9% -$74.5K 1% 23
2022
Q3
$7.73M Buy
39,181
+141
+0.4% +$30.9K 0.99% 24
2022
Q2
$8.11M Buy
39,040
+93
+0.2% +$21K 0.96% 24
2022
Q1
$8.4M Sell
38,947
-1,635
-4% -$404K 0.99% 24
2021
Q4
$10.7M Sell
40,582
-119
-0.3% -$30.6K 1.01% 23
2021
Q3
$9.84M Sell
40,701
-41,010
-50% -$10.2M 1.05% 23
2021
Q2
$18.5M Buy
81,711
+41,172
+102% +$9.7M 1.28% 14
2021
Q1
$9.07M Sell
40,539
-622
-2% -$136K 1.07% 23
2020
Q4
$8.72M Buy
41,161
+6
+0% +$1.2K 1.24% 16
2020
Q3
$7.7M Buy
41,155
+949
+2% +$175K 1.42% 15
2020
Q2
$6.9M Buy
40,206
+772
+2% +$125K 1.52% 14
2020
Q1
$5.58M Buy
39,434
+3,449
+10% +$583K 1.97% 10
2019
Q4
$6.42M Buy
35,985
+1
+0% +$171 1.39% 13
2019
Q3
$5.92M Buy
35,984
+1
+0% +$164 1.41% 13
2019
Q2
$5.86M Buy
35,983
+26
+0.1% +$4.16K 1.36% 13
2019
Q1
$5.66M Sell
35,957
-1,040
-3% -$157K 1.26% 13
2018
Q4
$5.13M Buy
36,997
+242
+0.7% +$36.2K 1.28% 13
2018
Q3
$5.94M Buy
36,755
+48
+0.1% +$7.62K 1.26% 17
2018
Q2
$5.58M Hold
36,707
1.24% 19
2018
Q1
$5.39M Buy
36,707
+609
+2% +$92.5K 1.21% 17
2017
Q4
$5.36M Sell
36,098
-1,036
-3% -$150K 1.79% 13
2017
Q3
$5.19M Buy
37,134
+1,165
+3% +$160K 1.22% 22
2017
Q2
$4.87M Sell
35,969
-982
-3% -$131K 1.65% 15
2017
Q1
$4.85M Sell
36,951
-17,034
-32% -$2.21M 1.23% 20
2016
Q4
$6.72M Buy
53,985
+327
+0.6% +$39.8K 2% 10
2016
Q3
$6.46M Buy
53,658
+323
+0.6% +$38.8K 2.05% 11
2016
Q2
$6.23M Sell
53,335
-46,552
-47% -$5.37M 1.89% 12
2016
Q1
$11.4M Sell
99,887
-112,446
-53% -$12.2M 3.6% 9
2015
Q4
$24.1M Buy
212,333
+17,893
+9% +$2.05M 7.81% 1
2015
Q3
$20.8M Sell
194,440
-175,742
-47% -$20M 7.76% 2
2015
Q2
$43M Sell
370,182
-3,320
-0.9% -$391K 12.89% 1
2015
Q1
$43.3M Sell
373,502
-3,310
-0.9% -$382K 13.09% 1
2014
Q4
$43.2M Buy
376,812
+23,377
+7% +$2.62M 14.49% 1
2014
Q3
$38.8M Buy
353,435
+18,927
+6% +$2.09M 14.25% 1
2014
Q2
$36.8M Buy
334,508
+26,384
+9% +$2.81M 13.14% 1
2014
Q1
$32.3M Buy
308,124
+113,966
+59% +$11.7M 12.62% 1
2013
Q4
$20M Buy
194,158
+71,682
+59% +$7.09M 9.87% 1
2013
Q3
$11.5M Buy
122,476
+67,757
+124% +$6.33M 6.75% 1
2013
Q2
$4.92M Buy
+54,719
New +$4.9M 3.41% 3

Other funds holding IWB

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

Jaffetilchin Investment Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q1 2026, buying an estimated $17.9K and bringing the position to 40,216 shares worth $14.3M. The position accounts for 0.85% of the portfolio, ranked #29.

Jaffetilchin Investment Partners first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.3M in Q1 2015. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Jaffetilchin Investment Partners held 40,216 shares of iShares Russell 1000 ETF worth $14.3M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 48 iShares Russell 1000 ETF shares in Q1 2026, an estimated $17.9K.
  • iShares Russell 1000 ETF made up 0.85% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #29 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Jaffetilchin Investment Partners's iShares Russell 1000 ETF position peaked at $43.3M in Q1 2015.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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