IA
JBGS

IFP Advisors’s JBG SMITH JBGS Stock Holding History

IFP Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 3110
2023
Q3 		– Sell
-47
Closed -$707 – 3443
2023
Q2 		$707 Hold
47
– – ﹤0.01% 3143
2023
Q1 		$1.72K Sell
47
-70
-60% -$1.24K ﹤0.01% 2944
2022
Q4 		$5K Sell
117
-41
-26% -$792 ﹤0.01% 3784
2022
Q3 		$7K Hold
158
– – ﹤0.01% 3859
2022
Q2 		$6K Hold
158
– – ﹤0.01% 3695
2022
Q1 		$6K Buy
+158
New +$4.45K ﹤0.01% 3695
2021
Q4 		– Sell
-2
Closed -$1K – 3426
2021
Q3 		$1K Hold
2
– – ﹤0.01% 3048
2021
Q2 		$0 Hold
2
– – ﹤0.01% 3146
2021
Q1 		$0 Hold
2
– – ﹤0.01% 3114
2020
Q4 		$0 Hold
2
– – ﹤0.01% 3019
2020
Q3 		$0 Hold
2
– – ﹤0.01% 2928
2020
Q2 		$0 Hold
2
– – ﹤0.01% 2838
2020
Q1 		$0 Hold
2
– – ﹤0.01% 2877
2019
Q4 		$0 Hold
2
– – ﹤0.01% 2983
2019
Q3 		$0 Buy
+2
New +$78 ﹤0.01% 3102
2019
Q1 		$0 Sell
2
-18
-90% -$706 ﹤0.01% 2890
2018
Q4 		$1K Buy
20
+18
+900% +$677 ﹤0.01% 3323
2018
Q3 		$0 Sell
2
-34
-94% -$1.25K ﹤0.01% 3919
2018
Q2 		$1K Buy
36
+14
+64% +$507 ﹤0.01% 3735
2018
Q1 		$1K Hold
22
– – ﹤0.01% 3639
2017
Q4 		$1K Buy
+22
New +$726 ﹤0.01% 3690

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

IFP Advisors's JBGS Position: Q2 2025 in Review

IFP Advisors held its JBG SMITH (JBGS) position steady in Q2 2025 at 0 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

IFP Advisors first reported a position in JBGS in Q4 2017 and has held it in 21 quarters since. The position peaked at $7K in Q3 2022. 217 funds tracked by Wall St. Rank hold JBGS as of Q2 2025.

  • IFP Advisors held 0 shares of JBG SMITH worth $7.27K as of Q2 2025.
  • IFP Advisors left its JBG SMITH share count unchanged in Q2 2025.
  • JBG SMITH made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #3110 holding.
  • IFP Advisors first reported a position in JBG SMITH in Q4 2017 and has held it in 21 quarters since.
  • IFP Advisors's JBG SMITH position peaked at $7K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.