JWA
JFS Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Sell |
89,833
-4,655
| -5% | -$1.98M | 2.43% | 11 |
|
|
2025
Q1 | $34.1M | Buy |
94,488
+3,577
| +4% | +$1.29M | 2.31% | 11 |
|
|
2024
Q4 | $36.5M | Buy |
90,911
+2,888
| +3% | +$1.16M | 2.49% | 11 |
|
|
2024
Q3 | $33M | Buy |
88,023
+1,056
| +1% | +$396K | 2.21% | 12 |
|
|
2024
Q2 | $31.7M | Sell |
86,967
-605
| -0.7% | -$221K | 2.5% | 11 |
|
|
2024
Q1 | $29.5M | Buy |
87,572
+12,548
| +17% | +$4.23M | 2.34% | 12 |
|
|
2023
Q4 | $22.7M | Buy |
75,024
+9,688
| +15% | +$2.94M | 1.93% | 14 |
|
|
2023
Q3 | $17.4M | Buy |
65,336
+4,550
| +7% | +$1.21M | 1.64% | 14 |
|
|
2023
Q2 | $16.7M | Buy |
60,786
+299
| +0.5% | +$82.3K | 1.5% | 15 |
|
|
2023
Q1 | $14.8M | Buy |
60,487
+2,388
| +4% | +$583K | 1.39% | 17 |
|
|
2022
Q4 | $12.4M | Sell |
58,099
-7,793
| -12% | -$1.67M | 1.22% | 20 |
|
|
2022
Q3 | $13.9M | Buy |
65,892
+2,389
| +4% | +$503K | 1.52% | 15 |
|
|
2022
Q2 | $13.9M | Sell |
63,503
-1,003
| -2% | -$219K | 1.47% | 15 |
|
|
2022
Q1 | $17.9M | Sell |
64,506
-4,940
| -7% | -$1.37M | 1.69% | 12 |
|
|
2021
Q4 | $21.2M | Sell |
69,446
-3,735
| -5% | -$1.14M | 2% | 11 |
|
|
2021
Q3 | $20.1M | Buy |
73,181
+66,413
| +981% | +$18.2M | 2.06% | 9 |
|
|
2021
Q2 | $1.84M | Sell |
6,768
-274
| -4% | -$74.4K | 0.27% | 59 |
|
|
2021
Q1 | $1.71M | Hold |
7,042
| – | – | 0.35% | 54 |
|
|
2020
Q4 | $1.7M | Buy |
7,042
+1
| +0% | +$241 | 0.36% | 57 |
|
|
2020
Q3 | $1.53M | Sell |
7,041
-286
| -4% | -$62K | 0.36% | 58 |
|
|
2020
Q2 | $1.41M | Sell |
7,327
-150
| -2% | -$28.8K | 0.36% | 56 |
|
|
2020
Q1 | $1.13M | Buy |
7,477
+1
| +0% | +$151 | 0.34% | 58 |
|
|
2019
Q4 | $1.32M | Sell |
7,476
-196
| -3% | -$34.5K | 0.32% | 58 |
|
|
2019
Q3 | $1.23M | Buy |
7,672
+1
| +0% | +$160 | 0.31% | 59 |
|
|
2019
Q2 | $1.21M | Sell |
7,671
-59
| -0.8% | -$9.28K | 0.31% | 59 |
|
|
2019
Q1 | $1.17M | Sell |
7,730
-575
| -7% | -$87K | 0.31% | 64 |
|
|
2018
Q4 | $1.09M | Buy |
8,305
+2
| +0% | +$262 | 0.29% | 67 |
|
|
2018
Q3 | $1.3M | Sell |
8,303
-434
| -5% | -$67.7K | 0.33% | 58 |
|
|
2018
Q2 | $1.26M | Sell |
8,737
-32
| -0.4% | -$4.6K | 0.33% | 58 |
|
|
2018
Q1 | $1.19M | Buy |
8,769
+1
| +0% | +$136 | 0.31% | 58 |
|
|
2017
Q4 | $1.18M | Buy |
8,768
+436
| +5% | +$58.7K | 0.29% | 60 |
|
|
2017
Q3 | $1.04M | Buy |
8,332
+6,597
| +380% | +$825K | 0.27% | 63 |
|
|
2017
Q2 | $206K | Buy |
1,735
+1
| +0.1% | +$119 | 0.06% | 116 |
|
|
2017
Q1 | $182K | Hold |
1,734
| – | – | 0.05% | 134 |
|
|
2016
Q4 | $182K | Buy |
1,734
+2
| +0.1% | +$210 | 0.05% | 134 |
|
|
2016
Q3 | $180K | Buy |
1,732
+2
| +0.1% | +$208 | 0.05% | 135 |
|
|
2016
Q2 | $174K | Sell |
1,730
-343
| -17% | -$34.5K | 0.05% | 166 |
|
|
2016
Q1 | $207K | Buy |
2,073
+3
| +0.1% | +$300 | 0.06% | 129 |
|
|
2015
Q4 | $206K | Buy |
+2,070
| New | +$206K | 0.06% | 132 |
|