JFS Wealth Advisors’s Itron ITRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.81K	Buy	44 +2	+5%	+$171	﹤0.01%	1390
2026 Q1	$3.77K	Hold	42	–	–	﹤0.01%	1291
2025 Q4	$3.9K	Buy	42 +12	+40%	+$1.31K	﹤0.01%	1334
2025 Q3	$3.74K	Hold	30	–	–	﹤0.01%	1227
2025 Q2	$3.95K	Hold	30	–	–	﹤0.01%	1165
2025 Q1	$3.14K	Hold	30	–	–	﹤0.01%	1301
2024 Q4	$3.26K	Hold	30	–	–	﹤0.01%	1287
2024 Q3	$3.21K	Buy	30 +1	+3%	+$101	﹤0.01%	1290
2024 Q2	$2.87K	Hold	29	–	–	﹤0.01%	1294
2024 Q1	$2.68K	Hold	29	–	–	﹤0.01%	1337
2023 Q4	$2.19K	Buy	29 +1	+4%	+$65	﹤0.01%	1392
2023 Q3	$1.7K	Hold	28	–	–	﹤0.01%	1425
2023 Q2	$2.02K	Buy	28 +1	+4%	+$63	﹤0.01%	1383
2023 Q1	$1.5K	Buy	27 +1	+4%	+$55	﹤0.01%	1464
2022 Q4	$1.32K	Buy	26 +1	+4%	+$49	﹤0.01%	1521
2022 Q3	$1K	Buy	25 +13	+108%	+$647	﹤0.01%	1568
2022 Q2	$1K	Sell	12 -5	-29%	-$248	﹤0.01%	1552
2022 Q1	$1K	Buy	17 +10	+143%	+$559	﹤0.01%	1659
2021 Q4	$0	Buy	+7	New	+$492	﹤0.01%	1793

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's ITRI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Itron (ITRI) stake by 4.8% in Q2 2026, buying an estimated $171 and bringing the position to 44 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

JFS Wealth Advisors first reported a position in ITRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.95K in Q2 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

JFS Wealth Advisors held 44 shares of Itron worth $3.81K as of Q2 2026.
JFS Wealth Advisors bought 2 Itron shares in Q2 2026, an estimated $171.
Itron made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1390 holding.
JFS Wealth Advisors first reported a position in Itron in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Itron position peaked at $3.95K in Q2 2025.
413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.