Ishares Tr s^p aggr all shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 4.5k | 88.14 |
| 2025-06-30 | $372k | 4.5k | 83.40 |
| 2025-03-31 | $325k | 4.3k | 76.50 |
| 2024-12-31 | $333k | 4.3k | 76.60 |
| 2024-09-30 | $342k | 4.3k | 78.92 |
| 2024-06-30 | $326k | 4.4k | 74.79 |
| 2024-03-31 | $313k | 4.3k | 73.46 |
| 2023-12-31 | $288k | 4.2k | 69.05 |
| 2023-09-30 | $450k | 7.1k | 63.49 |
| 2023-06-30 | $469k | 7.1k | 66.34 |
| 2023-03-31 | $437k | 6.9k | 63.59 |
| 2022-12-31 | $411k | 6.9k | 59.75 |
| 2022-09-30 | $379k | 6.8k | 55.44 |
| 2022-06-30 | $405k | 6.8k | 59.81 |
| 2022-03-31 | $454k | 6.6k | 68.93 |
| 2021-12-31 | $480k | 6.6k | 72.88 |
| 2021-09-30 | $478k | 6.8k | 69.83 |
| 2021-06-30 | $536k | 7.6k | 70.69 |
| 2021-03-31 | $339k | 5.1k | 66.92 |
| 2020-12-31 | $324k | 5.0k | 64.18 |
| 2020-09-30 | $292k | 5.0k | 57.99 |
| 2020-06-30 | $269k | 4.9k | 54.82 |
| 2020-03-31 | $222k | 4.7k | 47.50 |
| 2019-12-31 | $271k | 4.7k | 57.98 |
| 2019-09-30 | $486k | 8.9k | 54.88 |
| 2019-06-30 | $486k | 8.8k | 55.15 |
| 2019-03-31 | $466k | 8.7k | 53.56 |
| 2018-12-31 | $421k | 8.7k | 48.56 |
| 2018-09-30 | $424k | 7.8k | 54.63 |
| 2018-06-30 | $413k | 7.7k | 53.44 |
| 2018-03-31 | $391k | 7.3k | 53.46 |
| 2017-12-31 | $387k | 7.2k | 53.88 |
| 2017-09-30 | $384k | 7.2k | 53.54 |
| 2017-06-30 | $371k | 7.2k | 51.75 |
| 2017-03-31 | $326k | 6.9k | 47.21 |
| 2016-12-31 | $326k | 6.9k | 47.21 |
| 2016-09-30 | $331k | 7.0k | 47.41 |
| 2016-06-30 | $408k | 8.9k | 45.83 |
| 2016-03-31 | $314k | 6.9k | 45.24 |
| 2015-12-31 | $306k | 6.8k | 44.83 |