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Ishares Tr shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 36k 48.29
2023-09-30 $350k 8.1k 43.32
2023-06-30 $39k 876 44.56

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)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Ishares Tr

Alan Leist III
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Plan
Ullmann Financial
Stokes Family Office
Bsc Private Wealth Management
Halbert Hargrove Global Advisors
Jpmorgan Chase & Co
Phillips Financial Management
Cardinal Point Capital Management, ULC
Colony
Cora Capital Advisors
Bank of America Corporation

View all funds holding Ishares Tr