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iShares Russell 2000 Growth Index shares owned by JFS Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $756k 2.8k 270.80
2023-12-31 $705k 2.8k 252.22
2023-09-30 $662k 3.0k 224.15
2023-06-30 $718k 3.0k 242.66
2023-03-31 $665k 2.9k 226.82
2022-12-31 $635k 3.0k 214.52
2022-09-30 $606k 2.9k 206.61
2022-06-30 $610k 3.0k 206.36
2022-03-31 $756k 3.0k 255.75
2021-12-31 $944k 3.2k 292.99
2021-09-30 $908k 3.1k 293.47
2021-06-30 $898k 2.9k 311.59
2021-03-31 $910k 3.0k 300.63
2020-12-31 $868k 3.0k 286.75
2020-09-30 $671k 3.0k 221.67
2020-06-30 $626k 3.0k 206.81
2020-03-31 $479k 3.0k 158.24
2019-12-31 $627k 2.9k 214.36
2019-09-30 $566k 2.9k 192.58
2019-06-30 $590k 2.9k 200.75
2019-03-31 $598k 3.0k 196.71
2018-12-31 $511k 3.0k 168.09
2018-09-30 $695k 3.2k 215.04
2018-06-30 $690k 3.4k 204.26
2018-03-31 $660k 3.5k 190.64
2017-12-31 $646k 3.5k 186.60
2017-09-30 $609k 3.4k 178.91
2017-06-30 $166k 984 168.70
2017-03-31 $122k 792 154.04
2016-12-31 $122k 792 154.04
2016-09-30 $118k 792 148.99
2016-06-30 $109k 792 137.63
2016-03-31 $105k 792 132.58
2015-12-31 $110k 792 138.89

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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Alliancebernstein
Us Bancorp
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index