iShares Russell 3000 Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 37k | 326.73 |
| 2024-06-30 | $11M | 37k | 308.67 |
| 2024-03-31 | $11M | 38k | 300.08 |
| 2023-12-31 | $11M | 38k | 273.74 |
| 2023-09-30 | $9.4M | 38k | 245.06 |
| 2023-06-30 | $9.7M | 38k | 254.48 |
| 2023-03-31 | $9.0M | 38k | 235.41 |
| 2022-12-31 | $8.2M | 37k | 220.68 |
| 2022-09-30 | $8.5M | 41k | 207.05 |
| 2022-06-30 | $8.9M | 41k | 217.39 |
| 2022-03-31 | $11M | 41k | 262.37 |
| 2021-12-31 | $12M | 44k | 277.50 |
| 2021-09-30 | $11M | 45k | 254.85 |
| 2021-06-30 | $2.9M | 11k | 255.88 |
| 2021-03-31 | $2.7M | 12k | 237.21 |
| 2020-12-31 | $2.6M | 12k | 223.59 |
| 2020-09-30 | $2.3M | 12k | 195.75 |
| 2020-06-30 | $2.1M | 12k | 180.05 |
| 2020-03-31 | $1.8M | 12k | 148.36 |
| 2019-12-31 | $2.2M | 12k | 188.47 |
| 2019-09-30 | $2.1M | 12k | 173.80 |
| 2019-06-30 | $2.1M | 12k | 172.40 |
| 2019-03-31 | $2.0M | 12k | 166.68 |
| 2018-12-31 | $1.6M | 11k | 146.92 |
| 2018-09-30 | $1.5M | 8.8k | 172.32 |
| 2018-06-30 | $1.4M | 8.6k | 162.26 |
| 2018-03-31 | $1.3M | 8.6k | 156.35 |
| 2017-12-31 | $1.4M | 8.8k | 158.22 |
| 2017-09-30 | $1.3M | 8.8k | 149.24 |
| 2017-06-30 | $1.3M | 8.9k | 143.97 |
| 2017-03-31 | $1.2M | 9.1k | 133.04 |
| 2016-12-31 | $1.2M | 9.1k | 133.04 |
| 2016-09-30 | $1.2M | 9.4k | 128.25 |
| 2016-06-30 | $1.2M | 9.4k | 124.02 |
| 2016-03-31 | $1.2M | 10k | 120.88 |
| 2015-12-31 | $1.2M | 10k | 120.35 |