iShares Russell 1000 Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 203k | 365.48 |
| 2025-06-30 | $70M | 207k | 339.57 |
| 2025-03-31 | $64M | 208k | 306.74 |
| 2024-12-31 | $69M | 215k | 322.16 |
| 2024-09-30 | $69M | 218k | 314.39 |
| 2024-06-30 | $67M | 224k | 297.54 |
| 2024-03-31 | $65M | 226k | 288.03 |
| 2023-12-31 | $61M | 232k | 262.26 |
| 2023-09-30 | $49M | 210k | 234.91 |
| 2023-06-30 | $52M | 213k | 243.74 |
| 2023-03-31 | $48M | 214k | 225.23 |
| 2022-12-31 | $44M | 209k | 210.52 |
| 2022-09-30 | $42M | 211k | 197.33 |
| 2022-06-30 | $44M | 210k | 207.76 |
| 2022-03-31 | $54M | 217k | 250.07 |
| 2021-12-31 | $58M | 217k | 264.43 |
| 2021-09-30 | $54M | 223k | 241.71 |
| 2021-06-30 | $54M | 224k | 242.08 |
| 2021-03-31 | $50M | 225k | 223.83 |
| 2020-12-31 | $47M | 222k | 211.84 |
| 2020-09-30 | $41M | 220k | 187.15 |
| 2020-06-30 | $38M | 224k | 171.68 |
| 2020-03-31 | $28M | 201k | 141.53 |
| 2019-12-31 | $38M | 211k | 178.42 |
| 2019-09-30 | $35M | 211k | 164.54 |
| 2019-06-30 | $35M | 216k | 162.79 |
| 2019-03-31 | $33M | 210k | 157.31 |
| 2018-12-31 | $29M | 208k | 138.69 |
| 2018-09-30 | $33M | 201k | 161.71 |
| 2018-06-30 | $31M | 204k | 151.98 |
| 2018-03-31 | $29M | 198k | 146.86 |
| 2017-12-31 | $33M | 223k | 148.61 |
| 2017-09-30 | $31M | 223k | 139.88 |
| 2017-06-30 | $29M | 211k | 135.27 |
| 2017-03-31 | $25M | 201k | 124.46 |
| 2016-12-31 | $25M | 201k | 124.46 |
| 2016-09-30 | $24M | 195k | 120.46 |
| 2016-06-30 | $24M | 202k | 116.90 |
| 2016-03-31 | $22M | 192k | 114.07 |
| 2015-12-31 | $22M | 198k | 113.31 |