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iShares S&P 100 Index shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 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 S&P 100 Index by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 6.3k 276.77
2024-06-30 $1.7M 6.2k 264.28
2024-03-31 $1.5M 6.2k 247.41
2023-12-31 $1.4M 6.3k 223.40
2023-09-30 $1.3M 6.3k 200.64
2023-06-30 $1.3M 6.2k 207.06
2023-03-31 $1.2M 6.2k 187.04
2022-12-31 $1.1M 6.4k 170.57
2022-09-30 $2.6M 16k 162.51
2022-06-30 $2.7M 16k 172.45
2022-03-31 $3.3M 16k 208.50
2021-12-31 $3.5M 16k 219.10
2021-09-30 $3.2M 16k 197.45
2021-06-30 $29k 150 193.33
2021-03-31 $33k 182 181.32
2020-12-31 $31k 182 170.33
2020-09-30 $28k 182 153.85
2020-06-30 $26k 181 143.65
2020-03-31 $21k 181 116.02
2019-12-31 $26k 181 143.65
2019-09-30 $24k 181 132.60
2019-06-30 $259k 2.0k 129.50
2019-03-31 $23k 181 127.07
2018-12-31 $20k 180 111.11
2018-09-30 $23k 180 127.78
2018-06-30 $22k 180 122.22
2018-03-31 $21k 180 116.67
2017-12-31 $21k 180 116.67
2017-09-30 $20k 180 111.11
2017-06-30 $19k 179 106.15
2017-03-31 $18k 179 100.56
2016-12-31 $18k 179 100.56
2016-09-30 $17k 179 94.97
2016-06-30 $17k 179 94.97
2016-03-31 $16k 179 89.39
2015-12-31 $16k 179 89.39
2015-09-30 $15k 178 84.27
2015-06-30 $16k 178 89.89
2015-03-31 $16k 178 89.89
2014-12-31 $16k 178 89.89
2014-09-30 $16k 178 89.89
2014-06-30 $15k 178 84.27

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 S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index