JFS Wealth Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

JFS Wealth Advisors’s Portfolio ILCV Stock Details ILCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.46K	Buy	+44	New	+$4.37K	﹤0.01%	1322

Other funds holding ILCV

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return