iShares S&P 500 Value Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 125k | 173.89 |
| 2023-09-30 | $17M | 110k | 153.84 |
| 2023-06-30 | $17M | 107k | 161.19 |
| 2023-03-31 | $16M | 105k | 151.76 |
| 2022-12-31 | $15M | 104k | 145.07 |
| 2022-09-30 | $15M | 115k | 128.52 |
| 2022-06-30 | $16M | 116k | 137.46 |
| 2022-03-31 | $17M | 111k | 155.72 |
| 2021-12-31 | $16M | 105k | 156.63 |
| 2021-09-30 | $12M | 86k | 145.42 |
| 2021-06-30 | $1.7M | 12k | 147.63 |
| 2021-03-31 | $773k | 5.5k | 141.24 |
| 2020-12-31 | $158k | 1.2k | 127.94 |
| 2020-09-30 | $139k | 1.2k | 112.64 |
| 2020-06-30 | $134k | 1.2k | 108.59 |
| 2020-03-31 | $162k | 1.7k | 96.09 |
| 2019-12-31 | $139k | 1.1k | 130.52 |
| 2019-09-30 | $127k | 1.1k | 119.25 |
| 2019-06-30 | $71k | 612 | 116.01 |
| 2019-03-31 | $69k | 612 | 112.75 |
| 2018-12-31 | $62k | 612 | 101.31 |
| 2018-09-30 | $71k | 611 | 116.20 |
| 2018-06-30 | $67k | 611 | 109.66 |
| 2018-03-31 | $67k | 611 | 109.66 |
| 2017-12-31 | $70k | 610 | 114.75 |
| 2017-09-30 | $66k | 610 | 108.20 |
| 2017-06-30 | $19k | 178 | 106.74 |
| 2017-03-31 | $18k | 177 | 101.69 |
| 2016-12-31 | $18k | 177 | 101.69 |
| 2016-09-30 | $12k | 126 | 95.24 |
| 2016-06-30 | $12k | 126 | 95.24 |
| 2016-03-31 | $17k | 191 | 89.01 |
| 2015-12-31 | $17k | 191 | 89.01 |