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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.5M 55k 135.37
2024-09-30 $7.1M 51k 139.49
2024-06-30 $6.2M 48k 128.43
2024-03-31 $6.0M 46k 130.73
2023-12-31 $4.6M 37k 125.14
2023-09-30 $3.3M 30k 109.68
2023-06-30 $3.3M 29k 114.93
2023-03-31 $2.9M 27k 109.94
2022-12-31 $2.8M 26k 108.07
2022-09-30 $2.9M 29k 101.68
2022-06-30 $3.0M 28k 105.31
2022-03-31 $3.6M 28k 125.10
2021-12-31 $4.2M 30k 138.81
2021-09-30 $3.7M 28k 130.05
2021-06-30 $6.0k 45 133.33
2021-03-31 $27k 209 129.19
2020-12-31 $24k 209 114.83
2020-09-30 $18k 104 173.08
2020-06-30 $18k 104 173.08
2020-03-31 $14k 104 134.62
2019-12-31 $20k 104 192.31
2019-09-30 $19k 104 182.69
2019-06-30 $19k 104 182.69
2019-03-31 $19k 104 182.69
2018-12-31 $17k 104 163.46
2018-09-30 $27k 132 204.55
2018-06-30 $18k 95 189.47
2018-03-31 $17k 95 178.95
2017-12-31 $16k 95 168.42
2017-09-30 $16k 95 168.42
2017-06-30 $22k 140 157.14
2017-03-31 $32k 210 152.38
2016-12-31 $32k 210 152.38
2016-09-30 $27k 197 137.06
2016-06-30 $25k 197 126.90
2016-03-31 $31k 248 125.00
2015-12-31 $31k 248 125.00
2015-09-30 $24k 197 121.83
2015-06-30 $37k 283 130.74
2015-03-31 $32k 243 131.69
2014-12-31 $30k 243 123.46
2014-09-30 $22k 197 111.68
2014-06-30 $24k 197 121.83

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)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)
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 Growth

Dynasty Wealth Management
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Ameriprise Financial
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth