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iShares Russell 1000 Growth Index shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Growth Index by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 75k 303.17
2023-09-30 $17M 65k 265.99
2023-06-30 $17M 61k 275.18
2023-03-31 $15M 61k 244.33
2022-12-31 $12M 58k 214.24
2022-09-30 $14M 66k 210.40
2022-06-30 $14M 64k 218.70
2022-03-31 $18M 65k 277.63
2021-12-31 $21M 69k 305.59
2021-09-30 $20M 73k 274.05
2021-06-30 $1.8M 6.8k 271.42
2021-03-31 $1.7M 7.0k 243.11
2020-12-31 $1.7M 7.0k 241.12
2020-09-30 $1.5M 7.0k 216.87
2020-06-30 $1.4M 7.3k 191.89
2020-03-31 $1.1M 7.5k 150.60
2019-12-31 $1.3M 7.5k 175.90
2019-09-30 $1.2M 7.7k 159.67
2019-06-30 $1.2M 7.7k 157.35
2019-03-31 $1.2M 7.7k 151.36
2018-12-31 $1.1M 8.3k 130.89
2018-09-30 $1.3M 8.3k 155.97
2018-06-30 $1.3M 8.7k 143.76
2018-03-31 $1.2M 8.8k 136.05
2017-12-31 $1.2M 8.8k 134.69
2017-09-30 $1.0M 8.3k 125.06
2017-06-30 $206k 1.7k 118.73
2017-03-31 $182k 1.7k 104.96
2016-12-31 $182k 1.7k 104.96
2016-09-30 $180k 1.7k 103.93
2016-06-30 $174k 1.7k 100.58
2016-03-31 $207k 2.1k 99.86
2015-12-31 $206k 2.1k 99.52

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index