Jaffetilchin Investment Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$372K	Sell	1,494 -18	-1%	-$4.77K	0.02%	318
2025 Q4	$419K	Sell	1,512 -259	-15%	-$71.8K	0.02%	290
2025 Q3	$485K	Buy	1,771 +30	+2%	+$7.76K	0.03%	283
2025 Q2	$429K	Sell	1,741 -520	-23%	-$116K	0.03%	280
2025 Q1	$477K	Buy	2,261 +430	+23%	+$98.9K	0.03%	254
2024 Q4	$431K	Buy	1,831 +2	+0.1%	+$459	0.03%	253
2024 Q3	$402K	Buy	1,829 +108	+6%	+$23K	0.03%	256
2024 Q2	$369K	Sell	1,721 -33	-2%	-$6.58K	0.03%	256
2024 Q1	$342K	Buy	+1,754	New	+$328K	0.03%	267

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.2% in Q1 2026, selling an estimated $4.77K and leaving 1,494 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #318.

Jaffetilchin Investment Partners first reported a position in IWY in Q1 2024 and has held it in 9 quarters since. The position peaked at $485K in Q3 2025. 641 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Jaffetilchin Investment Partners held 1,494 shares of iShares Russell Top 200 Growth ETF worth $372K as of Q1 2026.
Jaffetilchin Investment Partners sold 18 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $4.77K.
iShares Russell Top 200 Growth ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #318 holding.
Jaffetilchin Investment Partners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Jaffetilchin Investment Partners's iShares Russell Top 200 Growth ETF position peaked at $485K in Q3 2025.
641 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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