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Jaffetilchin Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Jaffetilchin Investment Partners’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Buy
15,726
+1,018
+7% +$96.7K 0.09% 151
2025
Q4 		$1.38M Buy
14,708
+7
+0% +$659 0.08% 155
2025
Q3 		$1.4M Sell
14,701
-20
-0.1% -$1.87K 0.08% 150
2025
Q2 		$1.38M Buy
14,721
+36
+0.2% +$3.31K 0.09% 147
2025
Q1 		$1.38M Buy
14,685
+3,789
+35% +$349K 0.1% 144
2024
Q4 		$967K Buy
10,896
+79
+0.7% +$7.25K 0.07% 167
2024
Q3 		$988K Sell
10,817
-58
-0.5% -$5.11K 0.07% 149
2024
Q2 		$913K Sell
10,875
-61
-0.6% -$5.03K 0.08% 143
2024
Q1 		$914K Buy
10,936
+41
+0.4% +$3.31K 0.08% 142
2023
Q4 		$850K Buy
10,895
+362
+3% +$27K 0.08% 152
2023
Q3 		$762K Buy
10,533
+81
+0.8% +$6.04K 0.08% 148
2023
Q2 		$777K Buy
10,452
+12
+0.1% +$877 0.08% 145
2023
Q1 		$759K Sell
10,440
-256
-2% -$18.4K 0.09% 152
2022
Q4 		$771K Sell
10,696
-327
-3% -$23.3K 0.09% 153
2022
Q3 		$729K Buy
11,023
+40
+0.4% +$2.88K 0.09% 137
2022
Q2 		$771K Buy
10,983
+31
+0.3% +$2.27K 0.09% 149
2022
Q1 		$778K Buy
10,952
+459
+4% +$34.8K 0.09% 141
2021
Q4 		$849K Buy
10,493
+1,221
+13% +$94.5K 0.08% 157
2021
Q3 		$681K Sell
9,272
-3,303
-26% -$252K 0.07% 169
2021
Q2 		$901K Buy
12,575
+8,200
+187% +$592K 0.06% 183
2021
Q1 		$303K Buy
4,375
+19
+0.4% +$1.28K 0.04% 264
2020
Q4 		$296K Buy
4,356
+617
+17% +$40.6K 0.04% 229
2020
Q3 		$238K Sell
3,739
-1,029
-22% -$65.3K 0.04% 204
2020
Q2 		$289K Sell
4,768
-8,845
-65% -$525K 0.06% 172
2020
Q1 		$735K Buy
13,613
+1,225
+10% +$77.7K 0.26% 61
2019
Q4 		$813K Sell
12,388
-4,771
-28% -$306K 0.18% 83
2019
Q3 		$1.1M Buy
17,159
+4,238
+33% +$269K 0.26% 58
2019
Q2 		$798K Buy
12,921
+2,131
+20% +$128K 0.19% 84
2019
Q1 		$634K Sell
10,790
-1,442
-12% -$80.8K 0.14% 124
2018
Q4 		$641K Buy
+12,232
New +$672K 0.16% 94
2017
Q2 		– Sell
-7,446
Closed -$355K – 292
2017
Q1 		$355K Buy
+7,446
New +$349K 0.09% 187

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Jaffetilchin Investment Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.9% in Q1 2026, buying an estimated $96.7K and bringing the position to 15,726 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #151.

Jaffetilchin Investment Partners first reported a position in USMV in Q1 2017 and has held it in 31 quarters since. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Jaffetilchin Investment Partners held 15,726 shares of iShares MSCI USA Min Vol Factor ETF worth $1.46M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1,018 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $96.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #151 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 31 quarters since.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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