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iShares Russell 2000 Value Index shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value 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 2000 Value Index by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $569k 3.4k 166.83
2024-06-30 $520k 3.4k 152.31
2024-03-31 $542k 3.4k 158.79
2023-12-31 $528k 3.4k 155.33
2023-09-30 $448k 3.3k 135.55
2023-06-30 $443k 3.1k 140.80
2023-03-31 $421k 3.1k 137.02
2022-12-31 $426k 3.1k 138.67
2022-09-30 $388k 3.0k 129.03
2022-06-30 $409k 3.0k 136.06
2022-03-31 $485k 3.0k 161.34
2021-12-31 $499k 3.0k 166.00
2021-09-30 $526k 3.3k 160.37
2021-06-30 $544k 3.3k 165.65
2021-03-31 $524k 3.3k 159.56
2020-12-31 $531k 4.0k 131.70
2020-09-30 $406k 4.1k 99.44
2020-06-30 $394k 4.0k 97.38
2020-03-31 $362k 4.4k 82.14
2019-12-31 $466k 3.6k 128.48
2019-09-30 $436k 3.7k 119.45
2019-06-30 $440k 3.7k 120.55
2019-03-31 $454k 3.8k 119.98
2018-12-31 $407k 3.8k 107.56
2018-09-30 $596k 4.5k 132.98
2018-06-30 $610k 4.6k 131.98
2018-03-31 $519k 4.3k 121.86
2017-12-31 $536k 4.3k 125.85
2017-09-30 $511k 4.1k 124.06
2017-06-30 $138k 1.2k 118.56
2017-03-31 $115k 966 119.05
2016-12-31 $115k 966 119.05
2016-09-30 $101k 966 104.55
2016-06-30 $94k 966 97.31
2016-03-31 $90k 966 93.17
2015-12-31 $88k 954 92.24

More positions owned by JFS Wealth Advisors

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

View all positions for JFS Wealth Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index