iShares S&P 500 Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40M | 70k | 576.82 |
| 2024-06-30 | $35M | 63k | 547.23 |
| 2024-03-31 | $33M | 62k | 525.73 |
| 2023-12-31 | $30M | 64k | 477.63 |
| 2023-09-30 | $29M | 67k | 429.43 |
| 2023-06-30 | $28M | 63k | 445.71 |
| 2023-03-31 | $25M | 61k | 411.08 |
| 2022-12-31 | $23M | 61k | 384.21 |
| 2022-09-30 | $20M | 56k | 358.66 |
| 2022-06-30 | $20M | 54k | 379.16 |
| 2022-03-31 | $23M | 50k | 453.69 |
| 2021-12-31 | $22M | 47k | 476.98 |
| 2021-09-30 | $18M | 42k | 430.82 |
| 2021-06-30 | $7.9M | 18k | 429.91 |
| 2021-03-31 | $6.3M | 16k | 397.78 |
| 2020-12-31 | $5.2M | 14k | 375.44 |
| 2020-09-30 | $4.1M | 12k | 336.06 |
| 2020-06-30 | $4.2M | 14k | 309.67 |
| 2020-03-31 | $3.6M | 14k | 258.37 |
| 2019-12-31 | $4.2M | 13k | 323.23 |
| 2019-09-30 | $3.8M | 13k | 298.49 |
| 2019-06-30 | $3.7M | 12k | 294.75 |
| 2019-03-31 | $1.3M | 4.4k | 284.52 |
| 2018-12-31 | $799k | 3.2k | 251.57 |
| 2018-09-30 | $718k | 2.5k | 292.70 |
| 2018-06-30 | $491k | 1.8k | 273.08 |
| 2018-03-31 | $586k | 2.2k | 265.52 |
| 2017-12-31 | $437k | 1.6k | 268.92 |
| 2017-09-30 | $255k | 1.0k | 252.48 |
| 2017-06-30 | $185k | 761 | 243.10 |
| 2017-03-31 | $171k | 761 | 224.70 |
| 2016-12-31 | $171k | 761 | 224.70 |
| 2016-09-30 | $139k | 641 | 216.85 |
| 2016-06-30 | $89k | 424 | 209.91 |
| 2016-03-31 | $85k | 409 | 207.82 |
| 2015-12-31 | $171k | 836 | 204.55 |
| 2015-09-30 | $79k | 409 | 193.15 |
| 2015-06-30 | $85k | 409 | 207.82 |
| 2015-03-31 | $149k | 715 | 208.39 |
| 2014-12-31 | $169k | 818 | 206.60 |
| 2014-09-30 | $161k | 810 | 198.77 |
| 2014-06-30 | $158k | 802 | 197.01 |
| 2013-12-31 | $728k | 3.9k | 185.57 |
| 2013-09-30 | $577k | 3.4k | 168.81 |
| 2013-06-30 | $517k | 3.2k | 160.90 |