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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
2024-03-31 $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 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 S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares S&P 100 Index