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iShares Russell 1000 Value Index shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.9M 50k 179.11
2023-12-31 $7.9M 48k 165.25
2023-09-30 $7.1M 47k 151.82
2023-06-30 $7.3M 47k 157.83
2023-03-31 $7.0M 46k 152.26
2022-12-31 $6.8M 45k 151.65
2022-09-30 $7.0M 51k 136.00
2022-06-30 $7.1M 49k 144.97
2022-03-31 $8.2M 50k 165.98
2021-12-31 $8.4M 50k 167.94
2021-09-30 $7.7M 49k 156.51
2021-06-30 $1.7M 10k 158.60
2021-03-31 $1.6M 11k 151.57
2020-12-31 $1.5M 11k 136.74
2020-09-30 $1.2M 10k 118.12
2020-06-30 $979k 8.7k 112.58
2020-03-31 $892k 9.0k 99.17
2019-12-31 $1.2M 8.8k 136.49
2019-09-30 $1.2M 9.2k 128.28
2019-06-30 $1.2M 9.2k 127.17
2019-03-31 $1.2M 9.3k 123.54
2018-12-31 $1.1M 9.8k 111.04
2018-09-30 $1.2M 9.5k 126.64
2018-06-30 $1.2M 10k 121.33
2018-03-31 $1.2M 10k 119.93
2017-12-31 $1.2M 10k 124.33
2017-09-30 $1.1M 9.5k 118.46
2017-06-30 $188k 1.6k 116.41
2017-03-31 $190k 1.7k 111.90
2016-12-31 $190k 1.7k 111.90
2016-09-30 $179k 1.7k 105.42
2016-06-30 $175k 1.7k 103.06
2016-03-31 $192k 1.9k 98.82
2015-12-31 $185k 1.9k 98.04
2015-09-30 $37k 395 93.67
2015-06-30 $41k 395 103.80
2015-03-31 $41k 395 103.80
2014-12-31 $41k 395 103.80
2014-09-30 $40k 395 101.27
2014-06-30 $40k 395 101.27

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index