JFS Wealth Advisors »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 84k 110.59
2025-06-30 $8.1M 81k 99.49
2025-03-31 $8.3M 85k 97.48
2024-12-31 $9.7M 89k 108.61
2024-09-30 $10M 93k 107.66
2024-06-30 $9.3M 96k 97.27
2024-03-31 $10M 99k 102.76
2023-12-31 $9.3M 90k 103.07
2023-09-30 $8.1M 90k 89.22
2023-06-30 $8.7M 91k 95.09
2023-03-31 $8.4M 90k 93.59
2022-12-31 $8.4M 92k 91.31
2022-09-30 $8.4M 101k 82.45
2022-06-30 $9.3M 104k 89.03
2022-03-31 $11M 105k 102.39
2021-12-31 $2.4M 23k 104.51
2021-09-30 $2.0M 20k 100.64
2021-06-30 $2.0k 20 100.00
2021-03-31 $30k 302 99.34
2020-12-31 $25k 302 82.78
2020-09-30 $18k 151 119.21
2020-06-30 $18k 151 119.21
2020-03-31 $15k 151 99.34
2019-12-31 $24k 151 158.94
2019-09-30 $23k 151 152.32
2019-06-30 $22k 151 145.70
2019-03-31 $22k 151 145.70
2018-12-31 $20k 151 132.45
2018-09-30 $30k 181 165.75
2018-06-30 $23k 141 163.12
2018-03-31 $21k 141 148.94
2017-12-31 $22k 141 156.03
2017-09-30 $21k 141 148.94
2017-06-30 $26k 186 139.78
2017-03-31 $26k 186 139.78
2016-12-31 $26k 186 139.78
2016-09-30 $23k 186 123.66
2016-06-30 $22k 186 118.28
2016-03-31 $28k 244 114.75
2015-12-31 $26k 244 106.56
2015-09-30 $19k 186 102.15
2015-06-30 $22k 186 118.28
2015-03-31 $22k 186 118.28
2014-12-31 $22k 186 118.28
2014-09-30 $20k 186 107.53
2014-06-30 $21k 186 112.90

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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx