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Jaffetilchin Investment Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Jaffetilchin Investment Partners’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Sell
14,724
-344
-2% -$69K 0.17% 100
2025
Q4 		$2.99M Sell
15,068
-155
-1% -$30.5K 0.18% 92
2025
Q3 		$2.96M Sell
15,223
-259
-2% -$48.6K 0.18% 89
2025
Q2 		$2.83M Sell
15,482
-239
-2% -$41.2K 0.19% 91
2025
Q1 		$2.69M Buy
15,721
+241
+2% +$43.1K 0.2% 90
2024
Q4 		$2.76M Buy
15,480
+590
+4% +$107K 0.2% 81
2024
Q3 		$2.67M Sell
14,890
-233
-2% -$40.4K 0.2% 77
2024
Q2 		$2.58M Sell
15,123
-34
-0.2% -$5.58K 0.22% 74
2024
Q1 		$2.49M Sell
15,157
-1,802
-11% -$282K 0.22% 76
2023
Q4 		$2.5M Buy
16,959
+1,212
+8% +$168K 0.24% 70
2023
Q3 		$2.08M Sell
15,747
-406
-3% -$55.4K 0.23% 71
2023
Q2 		$2.18M Sell
16,153
-4,802
-23% -$611K 0.23% 70
2023
Q1 		$2.6M Sell
20,955
-34,077
-62% -$4.09M 0.3% 66
2022
Q4 		$6.27M Sell
55,032
-38,142
-41% -$4.33M 0.77% 31
2022
Q3 		$9.69M Buy
93,174
+519
+0.6% +$60.7K 1.24% 20
2022
Q2 		$10.4M Sell
92,655
-6,937
-7% -$846K 1.22% 19
2022
Q1 		$11.7M Buy
99,592
+84,491
+560% +$11.2M 1.37% 19
2021
Q4 		$2.2M Buy
15,101
+1,751
+13% +$247K 0.21% 76
2021
Q3 		$1.76M Sell
13,350
-29,106
-69% -$4M 0.19% 85
2021
Q2 		$5.16M Buy
42,456
+15,495
+57% +$1.99M 0.36% 51
2021
Q1 		$3.28M Sell
26,961
-2,126
-7% -$251K 0.39% 54
2020
Q4 		$3.38M Sell
29,087
-1,343
-4% -$148K 0.48% 31
2020
Q3 		$3.16M Buy
30,430
+6,418
+27% +$657K 0.58% 30
2020
Q2 		$2.3M Buy
+24,012
New +$2.2M 0.51% 33

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.3% in Q1 2026, selling an estimated $69K and leaving 14,724 shares worth $2.82M. The position accounts for 0.17% of the portfolio, ranked #100.

Jaffetilchin Investment Partners first reported a position in QUAL in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q1 2022. 1,641 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Jaffetilchin Investment Partners held 14,724 shares of iShares MSCI USA Quality Factor ETF worth $2.82M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 344 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $69K.
  • iShares MSCI USA Quality Factor ETF made up 0.17% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #100 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 24 quarters since.
  • Jaffetilchin Investment Partners's iShares MSCI USA Quality Factor ETF position peaked at $11.7M in Q1 2022.
  • 1,641 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

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