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iShares S&P SmallCap 600 Index shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 S&P SmallCap 600 Index by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $35M 298k 116.96
2024-06-30 $31M 288k 106.66
2024-03-31 $33M 294k 110.52
2023-12-31 $34M 309k 108.25
2023-09-30 $30M 317k 94.33
2023-06-30 $33M 328k 99.65
2023-03-31 $32M 326k 96.70
2022-12-31 $31M 328k 94.64
2022-09-30 $29M 329k 87.19
2022-06-30 $30M 324k 92.41
2022-03-31 $35M 321k 107.88
2021-12-31 $37M 324k 114.51
2021-09-30 $36M 329k 109.19
2021-06-30 $33M 294k 112.98
2021-03-31 $32M 297k 108.53
2020-12-31 $28M 300k 91.90
2020-09-30 $21M 302k 70.23
2020-06-30 $21M 306k 68.29
2020-03-31 $18M 311k 56.11
2019-12-31 $27M 322k 83.85
2019-09-30 $25M 322k 77.84
2019-06-30 $27M 348k 78.28
2019-03-31 $26M 342k 77.15
2018-12-31 $24M 349k 69.32
2018-09-30 $31M 355k 87.24
2018-06-30 $31M 370k 83.46
2018-03-31 $29M 377k 77.01
2017-12-31 $31M 401k 76.81
2017-09-30 $30M 406k 74.22
2017-06-30 $28M 404k 70.11
2017-03-31 $28M 206k 137.52
2016-12-31 $28M 206k 137.52
2016-09-30 $26M 207k 124.15
2016-06-30 $25M 216k 116.21
2016-03-31 $24M 212k 112.57
2015-12-31 $23M 207k 110.11

More positions owned by JFS Wealth Advisors

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

View all positions for JFS Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index