iShares Russell 2000 Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 28k | 241.96 |
| 2025-06-30 | $5.7M | 27k | 215.79 |
| 2025-03-31 | $4.9M | 25k | 199.49 |
| 2024-12-31 | $6.2M | 28k | 220.96 |
| 2024-09-30 | $6.0M | 27k | 220.89 |
| 2024-06-30 | $4.8M | 24k | 202.89 |
| 2024-03-31 | $5.0M | 24k | 210.30 |
| 2023-12-31 | $4.1M | 21k | 200.71 |
| 2023-09-30 | $3.5M | 20k | 176.74 |
| 2023-06-30 | $3.8M | 21k | 187.27 |
| 2023-03-31 | $3.7M | 21k | 178.40 |
| 2022-12-31 | $3.6M | 21k | 174.36 |
| 2022-09-30 | $4.1M | 25k | 164.94 |
| 2022-06-30 | $4.0M | 24k | 169.36 |
| 2022-03-31 | $4.8M | 23k | 205.28 |
| 2021-12-31 | $5.2M | 24k | 222.46 |
| 2021-09-30 | $4.8M | 22k | 218.74 |
| 2021-06-30 | $1.6M | 7.1k | 229.38 |
| 2021-03-31 | $1.7M | 7.6k | 221.00 |
| 2020-12-31 | $1.5M | 7.6k | 196.11 |
| 2020-09-30 | $1.2M | 7.7k | 150.00 |
| 2020-06-30 | $1.2M | 8.1k | 143.16 |
| 2020-03-31 | $780k | 6.8k | 114.50 |
| 2019-12-31 | $1.1M | 6.9k | 165.60 |
| 2019-09-30 | $1.0M | 6.9k | 151.33 |
| 2019-06-30 | $1.1M | 7.2k | 155.48 |
| 2019-03-31 | $1.2M | 8.0k | 153.06 |
| 2018-12-31 | $1.1M | 8.2k | 133.87 |
| 2018-09-30 | $1.4M | 8.4k | 168.50 |
| 2018-06-30 | $1.3M | 8.2k | 163.73 |
| 2018-03-31 | $1.3M | 8.3k | 151.84 |
| 2017-12-31 | $1.6M | 10k | 152.47 |
| 2017-09-30 | $1.6M | 11k | 148.18 |
| 2017-06-30 | $1.1M | 7.9k | 140.95 |
| 2017-03-31 | $1.3M | 9.3k | 134.88 |
| 2016-12-31 | $1.3M | 9.3k | 134.88 |
| 2016-09-30 | $1.1M | 8.7k | 124.27 |
| 2016-06-30 | $1.2M | 11k | 115.00 |
| 2016-03-31 | $1.1M | 10k | 110.63 |
| 2015-12-31 | $1.4M | 12k | 112.58 |
| 2015-09-30 | $272k | 2.5k | 109.19 |
| 2015-06-30 | $481k | 3.9k | 124.81 |
| 2015-03-31 | $524k | 4.2k | 124.32 |
| 2014-12-31 | $466k | 3.9k | 119.58 |
| 2014-09-30 | $460k | 4.2k | 109.24 |
| 2014-06-30 | $621k | 5.2k | 118.74 |
| 2014-03-31 | $1.2M | 10k | 116.34 |
| 2013-12-31 | $1.5M | 13k | 115.39 |
| 2013-09-30 | $1.2M | 11k | 106.60 |
| 2013-06-30 | $1.3M | 13k | 97.00 |
| 2012-12-31 | $837M | 9.9k | 84317.58 |