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Jaffetilchin Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.99M Buy
16,097
+311
+2% +$80.2K 0.24% 75
2025
Q4 		$3.89M Buy
15,786
+56
+0.4% +$13.8K 0.23% 77
2025
Q3 		$3.81M Buy
15,730
+38
+0.2% +$8.72K 0.23% 77
2025
Q2 		$3.39M Buy
15,692
+276
+2% +$55.5K 0.22% 78
2025
Q1 		$3.08M Buy
15,416
+1,052
+7% +$228K 0.22% 77
2024
Q4 		$3.17M Buy
14,364
+138
+1% +$31.5K 0.23% 70
2024
Q3 		$3.14M Buy
14,226
+11,750
+475% +$2.51M 0.24% 68
2024
Q2 		$502K Sell
2,476
-90
-4% -$18.2K 0.04% 215
2024
Q1 		$540K Sell
2,566
-36
-1% -$7.18K 0.05% 199
2023
Q4 		$522K Sell
2,602
-5
-0.2% -$896 0.05% 211
2023
Q3 		$461K Sell
2,607
-342
-12% -$64.2K 0.05% 208
2023
Q2 		$552K Buy
2,949
+534
+22% +$95.2K 0.06% 185
2023
Q1 		$431K Sell
2,415
-28
-1% -$5.16K 0.05% 226
2022
Q4 		$426K Buy
2,443
+76
+3% +$13.5K 0.05% 219
2022
Q3 		$390K Sell
2,367
-26
-1% -$4.74K 0.05% 214
2022
Q2 		$405K Buy
2,393
+245
+11% +$45.2K 0.05% 211
2022
Q1 		$371K Buy
2,148
+211
+11% +$43K 0.04% 231
2021
Q4 		$431K Buy
1,937
+11
+0.6% +$2.49K 0.04% 232
2021
Q3 		$421K Sell
1,926
-546
-22% -$121K 0.04% 226
2021
Q2 		$543K Buy
2,472
+732
+42% +$165K 0.04% 243
2021
Q1 		$384K Buy
+1,740
New +$380K 0.05% 231
2016
Q1 		– Sell
-15,404
Closed -$1.74M – 214
2015
Q4 		$1.74M Sell
15,404
-198
-1% -$22.8K 0.56% 33
2015
Q3 		$1.7M Sell
15,602
-14,265
-48% -$1.69M 0.63% 32
2015
Q2 		$3.73M Buy
29,867
+165
+0.6% +$20.6K 1.12% 17
2015
Q1 		$3.69M Buy
29,702
+6,454
+28% +$778K 1.12% 17
2014
Q4 		$2.78M Buy
+23,248
New +$2.66M 0.93% 20
2014
Q3 		– Sell
-57,013
Closed -$6.77M – 226
2014
Q2 		$6.77M Buy
57,013
+5,731
+11% +$651K 2.42% 11
2014
Q1 		$5.97M Buy
51,282
+48,840
+2,000% +$5.63M 2.33% 11
2013
Q4 		$282K Buy
2,442
+29
+1% +$3.2K 0.14% 151
2013
Q3 		$257K Sell
2,413
-1,160
-32% -$120K 0.15% 150
2013
Q2 		$347K Buy
+3,573
New +$341K 0.24% 110

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jaffetilchin Investment Partners increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q1 2026, buying an estimated $80.2K and bringing the position to 16,097 shares worth $3.99M. The position accounts for 0.24% of the portfolio, ranked #75.

Jaffetilchin Investment Partners first reported a position in IWM in Q2 2013 and has held it in 31 quarters since. The position peaked at $6.77M in Q2 2014. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Jaffetilchin Investment Partners held 16,097 shares of iShares Russell 2000 ETF worth $3.99M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 311 iShares Russell 2000 ETF shares in Q1 2026, an estimated $80.2K.
  • iShares Russell 2000 ETF made up 0.24% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #75 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 31 quarters since.
  • Jaffetilchin Investment Partners's iShares Russell 2000 ETF position peaked at $6.77M in Q2 2014.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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