iShares S&P 1500 Index Fund shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $670k | 5.3k | 125.61 |
| 2024-06-30 | $601k | 5.1k | 118.78 |
| 2024-03-31 | $602k | 5.2k | 115.29 |
| 2023-12-31 | $561k | 5.3k | 105.23 |
| 2023-09-30 | $456k | 4.8k | 94.19 |
| 2023-06-30 | $473k | 4.8k | 97.84 |
| 2023-03-31 | $407k | 4.5k | 90.55 |
| 2022-12-31 | $381k | 4.5k | 84.79 |
| 2022-09-30 | $336k | 4.2k | 79.55 |
| 2022-06-30 | $355k | 4.2k | 83.83 |
| 2022-03-31 | $420k | 4.2k | 100.91 |
| 2021-12-31 | $450k | 4.2k | 107.07 |
| 2021-09-30 | $407k | 4.1k | 98.48 |
| 2021-06-30 | $463k | 4.7k | 98.78 |
| 2021-03-31 | $456k | 5.0k | 91.64 |
| 2020-12-31 | $426k | 4.9k | 86.20 |
| 2020-09-30 | $370k | 4.9k | 75.54 |
| 2020-06-30 | $340k | 4.9k | 69.52 |
| 2020-03-31 | $280k | 4.9k | 57.19 |
| 2019-12-31 | $345k | 4.7k | 72.65 |
| 2019-09-30 | $297k | 4.4k | 67.10 |
| 2019-06-30 | $252k | 3.8k | 66.56 |
| 2019-03-31 | $230k | 3.6k | 64.46 |
| 2018-12-31 | $180k | 3.2k | 56.87 |
| 2018-09-30 | $70k | 1.0k | 66.92 |
| 2018-06-30 | $65k | 1.0k | 62.26 |
| 2018-03-31 | $6.0k | 106 | 56.60 |
| 2017-12-31 | $268k | 4.4k | 61.19 |
| 2017-09-30 | $247k | 4.3k | 57.72 |
| 2017-06-30 | $225k | 4.1k | 55.35 |