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Jaffetilchin Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Buy
10,407
+487
+5% +$48.6K 0.06% 188
2025
Q4 		$955K Buy
9,920
+558
+6% +$53.6K 0.06% 193
2025
Q3 		$904K Sell
9,362
-244
-3% -$23.1K 0.05% 202
2025
Q2 		$883K Buy
9,606
+44
+0.5% +$3.8K 0.06% 196
2025
Q1 		$813K Buy
9,562
+3,869
+68% +$345K 0.06% 192
2024
Q4 		$503K Buy
5,693
+239
+4% +$21.7K 0.04% 226
2024
Q3 		$481K Buy
5,454
+33
+0.6% +$2.78K 0.04% 235
2024
Q2 		$440K Buy
5,421
+45
+0.8% +$3.66K 0.04% 236
2024
Q1 		$452K Buy
5,376
+13
+0.2% +$1.03K 0.04% 226
2023
Q4 		$417K Buy
5,363
+44
+0.8% +$3.13K 0.04% 237
2023
Q3 		$368K Hold
5,319
– – 0.04% 242
2023
Q2 		$388K Buy
5,319
+630
+13% +$43.8K 0.04% 237
2023
Q1 		$328K Buy
4,689
+17
+0.4% +$1.2K 0.04% 271
2022
Q4 		$315K Buy
4,672
+49
+1% +$3.3K 0.04% 264
2022
Q3 		$287K Sell
4,623
-474
-9% -$32.6K 0.04% 256
2022
Q2 		$330K Buy
5,097
+652
+15% +$46.4K 0.04% 241
2022
Q1 		$301K Buy
4,445
+1,014
+30% +$78K 0.04% 264
2021
Q4 		$285K Buy
3,431
+8
+0.2% +$657 0.03% 288
2021
Q3 		$268K Sell
3,423
-2,250
-40% -$180K 0.03% 291
2021
Q2 		$424K Buy
5,673
+2,427
+75% +$188K 0.03% 283
2021
Q1 		$240K Buy
+3,246
New +$235K 0.03% 304

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jaffetilchin Investment Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.9% in Q1 2026, buying an estimated $48.6K and bringing the position to 10,407 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #188.

Jaffetilchin Investment Partners first reported a position in IWR in Q1 2021 and has held it in 21 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Jaffetilchin Investment Partners held 10,407 shares of iShares Russell Mid-Cap ETF worth $1.01M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 487 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $48.6K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #188 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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