JSF Financial »

Ishares Tr rus200 val idx shares owned by JSF Financial

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by JSF Financial from 13F filings

Historical chart of JSF Financial investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by JSF Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 val idx by JSF Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 276k 87.88
2025-06-30 $22M 257k 84.19
2025-03-31 $21M 254k 82.18
2024-12-31 $921k 12k 79.03
2022-06-30 $1.1M 18k 61.80

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx