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Jaffetilchin Investment Partners’s iShares US Technology ETF IYW Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.22M Sell
28,755
-145
-0.5% -$28K 0.31% 58
2025
Q4 		$5.77M Sell
28,900
-1
-0% -$200 0.34% 48
2025
Q3 		$5.66M Buy
28,901
+1
+0% +$183 0.34% 50
2025
Q2 		$5.01M Sell
28,900
-37
-0.1% -$5.61K 0.33% 52
2025
Q1 		$4.06M Buy
28,937
+234
+0.8% +$36.4K 0.3% 57
2024
Q4 		$4.58M Buy
28,703
+69
+0.2% +$10.9K 0.33% 49
2024
Q3 		$4.34M Buy
28,634
+672
+2% +$98.8K 0.33% 50
2024
Q2 		$4.21M Sell
27,962
-35
-0.1% -$4.84K 0.36% 49
2024
Q1 		$3.78M Buy
27,997
+60
+0.2% +$7.81K 0.34% 52
2023
Q4 		$3.43M Sell
27,937
-57
-0.2% -$6.46K 0.33% 55
2023
Q3 		$2.94M Sell
27,994
-21
-0.1% -$2.28K 0.32% 54
2023
Q2 		$3.05M Buy
28,015
+1
+0% +$98 0.32% 56
2023
Q1 		$2.6M Buy
28,014
+36
+0.1% +$3.02K 0.3% 65
2022
Q4 		$2.08M Sell
27,978
-61
-0.2% -$4.67K 0.25% 77
2022
Q3 		$2.06M Buy
28,039
+3
+0% +$254 0.26% 58
2022
Q2 		$2.24M Buy
28,036
+1
+0% +$89 0.26% 65
2022
Q1 		$2.34M Buy
28,035
+420
+2% +$42.9K 0.28% 58
2021
Q4 		$3.17M Buy
27,615
+470
+2% +$52.2K 0.3% 61
2021
Q3 		$2.75M Sell
27,145
-26,379
-49% -$2.75M 0.29% 61
2021
Q2 		$4.94M Buy
53,524
+26,380
+97% +$2.46M 0.34% 52
2021
Q1 		$2.38M Buy
27,144
+764
+3% +$66.9K 0.28% 67
2020
Q4 		$2.24M Hold
26,380
– – 0.32% 52
2020
Q3 		$1.99M Hold
26,380
– – 0.37% 50
2020
Q2 		$1.78M Hold
26,380
– – 0.39% 45
2020
Q1 		$1.35M Sell
26,380
-21,556
-45% -$1.25M 0.48% 34
2019
Q4 		$2.79M Hold
47,936
– – 0.6% 32
2019
Q3 		$2.45M Hold
47,936
– – 0.58% 32
2019
Q2 		$2.37M Buy
+47,936
New +$2.34M 0.55% 30

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its iShares US Technology ETF (IYW) stake by 0.5% in Q1 2026, selling an estimated $28K and leaving 28,755 shares worth $5.22M. The position accounts for 0.31% of the portfolio, ranked #58.

Jaffetilchin Investment Partners first reported a position in IYW in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.77M in Q4 2025. 1,177 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Jaffetilchin Investment Partners held 28,755 shares of iShares US Technology ETF worth $5.22M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 145 iShares US Technology ETF shares in Q1 2026, an estimated $28K.
  • iShares US Technology ETF made up 0.31% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #58 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 28 quarters since.
  • Jaffetilchin Investment Partners's iShares US Technology ETF position peaked at $5.77M in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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