iShares Russell 1000 Value Index shares owned by JSF Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 3.1k | 203.61 |
| 2025-06-30 | $602k | 3.1k | 194.21 |
| 2025-03-31 | $470k | 2.5k | 188.13 |
| 2024-12-31 | $463k | 2.5k | 185.13 |
| 2024-09-30 | $495k | 2.6k | 189.81 |
| 2024-06-30 | $454k | 2.6k | 174.44 |
| 2024-03-31 | $505k | 2.8k | 179.13 |
| 2023-09-30 | $419k | 2.8k | 151.80 |
| 2023-06-30 | $529k | 3.4k | 157.81 |
| 2023-03-31 | $537k | 3.5k | 152.26 |
| 2022-12-31 | $620k | 4.1k | 151.65 |
| 2022-09-30 | $555k | 4.1k | 135.86 |
| 2022-06-30 | $641k | 4.4k | 144.99 |
| 2022-03-31 | $740k | 4.5k | 165.92 |
| 2021-12-31 | $879k | 5.2k | 168.00 |
| 2021-09-30 | $727k | 4.6k | 156.61 |
| 2021-06-30 | $741k | 4.7k | 158.54 |
| 2021-03-31 | $644k | 4.3k | 151.49 |
| 2020-12-31 | $530k | 3.9k | 136.84 |
| 2020-09-30 | $486k | 4.1k | 118.05 |
| 2020-06-30 | $406k | 3.6k | 112.75 |
| 2020-03-31 | $312k | 3.2k | 99.05 |
| 2019-12-31 | $264k | 1.9k | 136.50 |
| 2019-09-30 | $269k | 2.1k | 128.46 |
| 2019-06-30 | $266k | 2.1k | 127.03 |
| 2019-03-31 | $299k | 2.4k | 123.35 |
| 2018-12-31 | $401k | 3.6k | 110.99 |
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