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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
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 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 S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index