JIP
IWD icon

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

Jaffetilchin Investment Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$727K Sell
3,403
-6
-0.2% -$1.31K 0.04% 220
2025
Q4 		$717K Sell
3,409
-29
-0.8% -$5.99K 0.04% 226
2025
Q3 		$700K Buy
3,438
+13
+0.4% +$2.59K 0.04% 227
2025
Q2 		$665K Buy
3,425
+14
+0.4% +$2.59K 0.04% 222
2025
Q1 		$642K Buy
3,411
+625
+22% +$119K 0.05% 218
2024
Q4 		$516K Buy
2,786
+423
+18% +$81.1K 0.04% 222
2024
Q3 		$448K Buy
2,363
+312
+15% +$56.8K 0.03% 246
2024
Q2 		$358K Buy
2,051
+56
+3% +$9.79K 0.03% 262
2024
Q1 		$357K Sell
1,995
-21
-1% -$3.55K 0.03% 261
2023
Q4 		$333K Buy
2,016
+53
+3% +$8.19K 0.03% 268
2023
Q3 		$298K Sell
1,963
-25
-1% -$3.96K 0.03% 263
2023
Q2 		$314K Sell
1,988
-13
-0.6% -$1.99K 0.03% 274
2023
Q1 		$305K Buy
2,001
+10
+0.5% +$1.54K 0.03% 284
2022
Q4 		$302K Buy
1,991
+5
+0.3% +$748 0.04% 272
2022
Q3 		$270K Buy
1,986
+12
+0.6% +$1.8K 0.03% 268
2022
Q2 		$286K Buy
1,974
+9
+0.5% +$1.41K 0.03% 259
2022
Q1 		$299K Buy
1,965
+14
+0.7% +$2.3K 0.04% 265
2021
Q4 		$328K Buy
1,951
+61
+3% +$9.99K 0.03% 265
2021
Q3 		$296K Sell
1,890
-1,750
-48% -$281K 0.03% 277
2021
Q2 		$538K Buy
3,640
+1,820
+100% +$288K 0.04% 246
2021
Q1 		$276K Buy
1,820
+7
+0.4% +$1.01K 0.03% 282
2020
Q4 		$248K Buy
1,813
+8
+0.4% +$1.03K 0.04% 243
2020
Q3 		$213K Buy
+1,805
New +$214K 0.04% 208
2018
Q2 		– Sell
-6,223
Closed -$747K – 338
2018
Q1 		$747K Sell
6,223
-11,153
-64% -$1.39M 0.17% 110
2017
Q4 		$2.16M Buy
17,376
+7,580
+77% +$919K 0.72% 27
2017
Q3 		$1.16M Buy
9,796
+236
+2% +$27.5K 0.27% 66
2017
Q2 		$1.11M Sell
9,560
-18,768
-66% -$2.16M 0.38% 48
2017
Q1 		$3.26M Buy
+28,328
New +$3.25M 0.83% 31

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.18% in Q1 2026, selling an estimated $1.31K and leaving 3,403 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #220.

Jaffetilchin Investment Partners first reported a position in IWD in Q1 2017 and has held it in 28 quarters since. The position peaked at $3.26M in Q1 2017. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Jaffetilchin Investment Partners held 3,403 shares of iShares Russell 1000 Value ETF worth $727K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 6 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.31K.
  • iShares Russell 1000 Value ETF made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #220 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 28 quarters since.
  • Jaffetilchin Investment Partners's iShares Russell 1000 Value ETF position peaked at $3.26M in Q1 2017.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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