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Jaffetilchin Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.79M Sell
4,818
-29
-0.6% -$11.2K 0.11% 135
2025
Q4 		$1.87M Sell
4,847
-12
-0.2% -$4.61K 0.11% 126
2025
Q3 		$1.84M Sell
4,859
-48
-1% -$17.5K 0.11% 129
2025
Q2 		$1.72M Sell
4,907
-98
-2% -$31.8K 0.11% 125
2025
Q1 		$1.59M Buy
5,005
+7
+0.1% +$2.35K 0.12% 129
2024
Q4 		$1.67M Sell
4,998
-21
-0.4% -$7.07K 0.12% 117
2024
Q3 		$1.64M Sell
5,019
-33
-0.7% -$10.4K 0.12% 105
2024
Q2 		$1.56M Sell
5,052
-387
-7% -$115K 0.13% 95
2024
Q1 		$1.63M Sell
5,439
-43,150
-89% -$12.3M 0.15% 96
2023
Q4 		$13.3M Buy
48,589
+765
+2% +$195K 1.3% 17
2023
Q3 		$11.7M Buy
47,824
+397
+0.8% +$101K 1.29% 19
2023
Q2 		$12.1M Buy
47,427
+7,113
+18% +$1.71M 1.27% 18
2023
Q1 		$9.49M Buy
40,314
+30,125
+296% +$6.95M 1.08% 22
2022
Q4 		$2.25M Sell
10,189
-8,069
-44% -$1.79M 0.27% 72
2022
Q3 		$3.78M Buy
18,258
+3,155
+21% +$726K 0.49% 39
2022
Q2 		$3.28M Sell
15,103
-504
-3% -$119K 0.39% 53
2022
Q1 		$3.52M Buy
+15,607
New +$4.04M 0.41% 47

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its iShares Russell 3000 ETF (IWV) stake by 0.6% in Q1 2026, selling an estimated $11.2K and leaving 4,818 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #135.

Jaffetilchin Investment Partners first reported a position in IWV in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.3M in Q4 2023. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Jaffetilchin Investment Partners held 4,818 shares of iShares Russell 3000 ETF worth $1.79M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 29 iShares Russell 3000 ETF shares in Q1 2026, an estimated $11.2K.
  • iShares Russell 3000 ETF made up 0.11% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #135 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 17 quarters since.
  • Jaffetilchin Investment Partners's iShares Russell 3000 ETF position peaked at $13.3M in Q4 2023.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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