iShares S&P 500 Growth Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 131k | 84.44 |
| 2023-12-31 | $10M | 134k | 75.10 |
| 2023-09-30 | $9.5M | 138k | 68.42 |
| 2023-06-30 | $10M | 141k | 70.48 |
| 2023-03-31 | $9.2M | 144k | 63.89 |
| 2022-12-31 | $8.5M | 145k | 58.50 |
| 2022-09-30 | $7.5M | 130k | 57.85 |
| 2022-06-30 | $7.6M | 126k | 60.35 |
| 2022-03-31 | $8.7M | 114k | 76.38 |
| 2021-12-31 | $8.0M | 95k | 83.67 |
| 2021-09-30 | $5.2M | 70k | 73.91 |
| 2021-06-30 | $235k | 3.2k | 72.73 |
| 2021-03-31 | $161k | 2.5k | 65.29 |
| 2020-12-31 | $157k | 2.5k | 63.67 |
| 2020-09-30 | $142k | 616 | 230.52 |
| 2020-06-30 | $128k | 616 | 207.79 |
| 2020-03-31 | $102k | 616 | 165.58 |
| 2019-12-31 | $119k | 616 | 193.18 |
| 2019-09-30 | $111k | 616 | 180.19 |
| 2019-06-30 | $110k | 616 | 178.57 |
| 2019-03-31 | $112k | 650 | 172.31 |
| 2018-12-31 | $98k | 650 | 150.77 |
| 2018-09-30 | $126k | 714 | 176.47 |
| 2018-06-30 | $116k | 714 | 162.46 |
| 2018-03-31 | $132k | 852 | 154.93 |
| 2017-12-31 | $130k | 852 | 152.58 |
| 2017-09-30 | $122k | 852 | 143.19 |
| 2017-06-30 | $76k | 552 | 137.68 |
| 2017-03-31 | $77k | 632 | 121.84 |
| 2016-12-31 | $77k | 632 | 121.84 |
| 2016-09-30 | $72k | 591 | 121.83 |
| 2016-06-30 | $69k | 591 | 116.75 |
| 2016-03-31 | $68k | 591 | 115.06 |
| 2015-12-31 | $68k | 591 | 115.06 |
| 2015-09-30 | $46k | 427 | 107.73 |
| 2015-06-30 | $49k | 427 | 114.75 |
| 2015-03-31 | $49k | 427 | 114.75 |
| 2014-12-31 | $48k | 427 | 112.41 |
| 2014-09-30 | $46k | 427 | 107.73 |
| 2014-06-30 | $45k | 427 | 105.39 |