JWA
JFS Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2M | Sell |
206,774
-865
| -0.4% | -$294K | 4.47% | 4 |
|
|
2025
Q1 | $63.7M | Sell |
207,639
-7,525
| -3% | -$2.31M | 4.31% | 4 |
|
|
2024
Q4 | $69.3M | Sell |
215,164
-3,082
| -1% | -$993K | 4.74% | 4 |
|
|
2024
Q3 | $68.6M | Sell |
218,246
-5,360
| -2% | -$1.69M | 4.59% | 4 |
|
|
2024
Q2 | $66.5M | Sell |
223,606
-2,330
| -1% | -$693K | 5.25% | 4 |
|
|
2024
Q1 | $65.1M | Sell |
225,936
-5,947
| -3% | -$1.71M | 5.17% | 4 |
|
|
2023
Q4 | $60.8M | Buy |
231,883
+22,335
| +11% | +$5.86M | 5.17% | 4 |
|
|
2023
Q3 | $49.2M | Sell |
209,548
-3,068
| -1% | -$721K | 4.65% | 4 |
|
|
2023
Q2 | $51.8M | Sell |
212,616
-1,453
| -0.7% | -$354K | 4.66% | 5 |
|
|
2023
Q1 | $48.2M | Buy |
214,069
+4,787
| +2% | +$1.08M | 4.55% | 5 |
|
|
2022
Q4 | $44.1M | Sell |
209,282
-1,385
| -0.7% | -$292K | 4.31% | 6 |
|
|
2022
Q3 | $41.6M | Buy |
210,667
+444
| +0.2% | +$87.6K | 4.56% | 6 |
|
|
2022
Q2 | $43.7M | Sell |
210,223
-7,042
| -3% | -$1.46M | 4.61% | 6 |
|
|
2022
Q1 | $54.3M | Sell |
217,265
-127
| -0.1% | -$31.8K | 5.13% | 4 |
|
|
2021
Q4 | $57.5M | Sell |
217,392
-5,384
| -2% | -$1.42M | 5.42% | 4 |
|
|
2021
Q3 | $53.8M | Sell |
222,776
-1,661
| -0.7% | -$401K | 5.53% | 4 |
|
|
2021
Q2 | $54.3M | Sell |
224,437
-693
| -0.3% | -$168K | 8.11% | 3 |
|
|
2021
Q1 | $50.4M | Buy |
225,130
+3,626
| +2% | +$812K | 10.28% | 1 |
|
|
2020
Q4 | $46.9M | Buy |
221,504
+1,523
| +0.7% | +$323K | 9.85% | 1 |
|
|
2020
Q3 | $41.2M | Sell |
219,981
-3,549
| -2% | -$664K | 9.79% | 1 |
|
|
2020
Q2 | $38.4M | Buy |
223,530
+22,974
| +11% | +$3.94M | 9.95% | 1 |
|
|
2020
Q1 | $28.4M | Sell |
200,556
-10,700
| -5% | -$1.51M | 8.51% | 1 |
|
|
2019
Q4 | $37.7M | Buy |
211,256
+596
| +0.3% | +$106K | 9.28% | 1 |
|
|
2019
Q3 | $34.7M | Sell |
210,660
-5,181
| -2% | -$852K | 8.84% | 1 |
|
|
2019
Q2 | $35.1M | Buy |
215,841
+5,751
| +3% | +$936K | 8.89% | 1 |
|
|
2019
Q1 | $33M | Buy |
210,090
+2,010
| +1% | +$316K | 8.62% | 1 |
|
|
2018
Q4 | $28.9M | Buy |
208,080
+6,816
| +3% | +$945K | 7.73% | 1 |
|
|
2018
Q3 | $32.5M | Sell |
201,264
-3,097
| -2% | -$501K | 8.38% | 1 |
|
|
2018
Q2 | $31.1M | Buy |
204,361
+6,563
| +3% | +$997K | 8.18% | 1 |
|
|
2018
Q1 | $29M | Sell |
197,798
-24,979
| -11% | -$3.67M | 7.67% | 2 |
|
|
2017
Q4 | $33.1M | Sell |
222,777
-474
| -0.2% | -$70.4K | 8.11% | 1 |
|
|
2017
Q3 | $31.2M | Buy |
223,251
+12,262
| +6% | +$1.72M | 8.07% | 1 |
|
|
2017
Q2 | $28.5M | Buy |
210,989
+10,239
| +5% | +$1.39M | 7.84% | 1 |
|
|
2017
Q1 | $25M | Hold |
200,750
| – | – | 6.77% | 2 |
|
|
2016
Q4 | $25M | Buy |
200,750
+6,070
| +3% | +$755K | 6.77% | 2 |
|
|
2016
Q3 | $23.5M | Sell |
194,680
-7,744
| -4% | -$933K | 6.7% | 2 |
|
|
2016
Q2 | $23.7M | Buy |
202,424
+10,871
| +6% | +$1.27M | 6.54% | 2 |
|
|
2016
Q1 | $21.9M | Sell |
191,553
-6,148
| -3% | -$701K | 6.44% | 2 |
|
|
2015
Q4 | $22.4M | Buy |
+197,701
| New | +$22.4M | 6.45% | 2 |
|