Jaffetilchin Investment Partners’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Hold |
3,118
| – | – | 0.02% | 321 |
|
|
2025
Q4 | $402K | Hold |
3,118
| – | – | 0.02% | 297 |
|
|
2025
Q3 | $395K | Hold |
3,118
| – | – | 0.02% | 309 |
|
|
2025
Q2 | $377K | Hold |
3,118
| – | – | 0.02% | 298 |
|
|
2025
Q1 | $352K | Hold |
3,118
| – | – | 0.03% | 292 |
|
|
2024
Q4 | $345K | Hold |
3,118
| – | – | 0.03% | 285 |
|
|
2024
Q3 | $324K | Hold |
3,118
| – | – | 0.02% | 283 |
|
|
2024
Q2 | $295K | Buy |
3,118
+10
| +0.3% | +$936 | 0.03% | 284 |
|
|
2024
Q1 | $297K | Hold |
3,108
| – | – | 0.03% | 292 |
|
|
2023
Q4 | $265K | Hold |
3,108
| – | – | 0.03% | 295 |
|
|
2023
Q3 | $232K | Hold |
3,108
| – | – | 0.03% | 303 |
|
|
2023
Q2 | $232K | Hold |
3,108
| – | – | 0.02% | 321 |
|
|
2023
Q1 | $221K | Hold |
3,108
| – | – | 0.03% | 327 |
|
|
2022
Q4 | $235K | Hold |
3,108
| – | – | 0.03% | 315 |
|
|
2022
Q3 | $210K | Hold |
3,108
| – | – | 0.03% | 293 |
|
|
2022
Q2 | $217K | Hold |
3,108
| – | – | 0.03% | 292 |
|
|
2022
Q1 | $227K | Hold |
3,108
| – | – | 0.03% | 291 |
|
|
2021
Q4 | $269K | Hold |
3,108
| – | – | 0.03% | 295 |
|
|
2021
Q3 | $257K | Sell |
3,108
-3,108
| -50% | -$258K | 0.03% | 297 |
|
|
2021
Q2 | $460K | Buy |
6,216
+3,108
| +100% | +$250K | 0.03% | 274 |
|
|
2021
Q1 | $233K | Hold |
3,108
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $208K | Buy |
+3,108
| New | +$192K | 0.03% | 260 |
|
|
2020
Q1 | – | Sell |
-39,710
| Closed | -$2.74M | – | 196 |
|
|
2019
Q4 | $2.74M | Buy |
39,710
+2
| +0% | +$133 | 0.59% | 34 |
|
|
2019
Q3 | $2.56M | Hold |
39,708
| – | – | 0.61% | 29 |
|
|
2019
Q2 | $2.49M | Buy |
+39,708
| New | +$2.45M | 0.58% | 29 |
|
|
2018
Q4 | – | Sell |
-3,356
| Closed | -$204K | – | 308 |
|
|
2018
Q3 | $204K | Buy |
+3,356
| New | +$206K | 0.04% | 287 |
|
|
2015
Q1 | – | Sell |
-129,500
| Closed | -$5.84M | – | 229 |
|
|
2014
Q4 | $5.84M | Buy |
129,500
+5,400
| +4% | +$235K | 1.96% | 11 |
|
|
2014
Q3 | $5.2M | Buy |
124,100
+4,030
| +3% | +$169K | 1.91% | 12 |
|
|
2014
Q2 | $4.99M | Buy |
120,070
+8,512
| +8% | +$346K | 1.78% | 13 |
|
|
2014
Q1 | $4.56M | Buy |
111,558
+7,076
| +7% | +$283K | 1.78% | 13 |
|
|
2013
Q4 | $4.19M | Buy |
104,482
+40,592
| +64% | +$1.56M | 2.06% | 10 |
|
|
2013
Q3 | $2.34M | Buy |
63,890
+33,758
| +112% | +$1.25M | 1.37% | 17 |
|
|
2013
Q2 | $1.08M | Buy |
+30,132
| New | +$1.06M | 0.75% | 31 |
|
Other funds holding IYF
PF
PCH
Jaffetilchin Investment Partners's IYF Position: Q1 2026 in Review
Jaffetilchin Investment Partners held its iShares US Financials ETF (IYF) position steady in Q1 2026 at 3,118 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #321.
Jaffetilchin Investment Partners first reported a position in IYF in Q2 2013 and has held it in 33 quarters since. The position peaked at $5.84M in Q4 2014. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.
- Jaffetilchin Investment Partners held 3,118 shares of iShares US Financials ETF worth $367K as of Q1 2026.
- Jaffetilchin Investment Partners left its iShares US Financials ETF share count unchanged in Q1 2026.
- iShares US Financials ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #321 holding.
- Jaffetilchin Investment Partners first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 33 quarters since.
- Jaffetilchin Investment Partners's iShares US Financials ETF position peaked at $5.84M in Q4 2014.
- 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.
Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.