JWA
JFS Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
34,275
-358
| -1% | -$126K | 0.77% | 30 |
|
|
2025
Q1 | $11M | Sell |
34,633
-259
| -0.7% | -$82.3K | 0.74% | 30 |
|
|
2024
Q4 | $11.7M | Sell |
34,892
-1,624
| -4% | -$543K | 0.8% | 29 |
|
|
2024
Q3 | $11.9M | Sell |
36,516
-220
| -0.6% | -$71.9K | 0.8% | 28 |
|
|
2024
Q2 | $11.3M | Sell |
36,736
-1,199
| -3% | -$370K | 0.89% | 25 |
|
|
2024
Q1 | $11.4M | Sell |
37,935
-361
| -0.9% | -$108K | 0.9% | 26 |
|
|
2023
Q4 | $10.5M | Buy |
38,296
+29
| +0.1% | +$7.94K | 0.89% | 24 |
|
|
2023
Q3 | $9.38M | Buy |
38,267
+36
| +0.1% | +$8.82K | 0.88% | 25 |
|
|
2023
Q2 | $9.73M | Buy |
38,231
+36
| +0.1% | +$9.16K | 0.88% | 26 |
|
|
2023
Q1 | $8.99M | Buy |
38,195
+974
| +3% | +$229K | 0.85% | 26 |
|
|
2022
Q4 | $8.21M | Sell |
37,221
-3,929
| -10% | -$867K | 0.8% | 28 |
|
|
2022
Q3 | $8.52M | Buy |
41,150
+182
| +0.4% | +$37.7K | 0.93% | 21 |
|
|
2022
Q2 | $8.91M | Sell |
40,968
-70
| -0.2% | -$15.2K | 0.94% | 22 |
|
|
2022
Q1 | $10.8M | Sell |
41,038
-2,645
| -6% | -$694K | 1.02% | 18 |
|
|
2021
Q4 | $12.1M | Sell |
43,683
-1,014
| -2% | -$281K | 1.14% | 17 |
|
|
2021
Q3 | $11.4M | Buy |
44,697
+33,555
| +301% | +$8.55M | 1.17% | 16 |
|
|
2021
Q2 | $2.85M | Sell |
11,142
-434
| -4% | -$111K | 0.43% | 43 |
|
|
2021
Q1 | $2.75M | Sell |
11,576
-12
| -0.1% | -$2.85K | 0.56% | 42 |
|
|
2020
Q4 | $2.59M | Sell |
11,588
-90
| -0.8% | -$20.1K | 0.54% | 45 |
|
|
2020
Q3 | $2.29M | Buy |
11,678
+9
| +0.1% | +$1.76K | 0.54% | 46 |
|
|
2020
Q2 | $2.1M | Sell |
11,669
-201
| -2% | -$36.2K | 0.54% | 44 |
|
|
2020
Q1 | $1.76M | Buy |
11,870
+6
| +0.1% | +$890 | 0.53% | 46 |
|
|
2019
Q4 | $2.24M | Sell |
11,864
-104
| -0.9% | -$19.6K | 0.55% | 43 |
|
|
2019
Q3 | $2.08M | Sell |
11,968
-45
| -0.4% | -$7.82K | 0.53% | 44 |
|
|
2019
Q2 | $2.07M | Buy |
12,013
+2
| +0% | +$345 | 0.52% | 44 |
|
|
2019
Q1 | $2M | Buy |
12,011
+1,046
| +10% | +$174K | 0.52% | 43 |
|
|
2018
Q4 | $1.61M | Buy |
10,965
+2,214
| +25% | +$325K | 0.43% | 52 |
|
|
2018
Q3 | $1.51M | Buy |
8,751
+123
| +1% | +$21.2K | 0.39% | 51 |
|
|
2018
Q2 | $1.4M | Hold |
8,628
| – | – | 0.37% | 54 |
|
|
2018
Q1 | $1.35M | Sell |
8,628
-132
| -2% | -$20.6K | 0.36% | 53 |
|
|
2017
Q4 | $1.39M | Sell |
8,760
-11
| -0.1% | -$1.74K | 0.34% | 56 |
|
|
2017
Q3 | $1.31M | Sell |
8,771
-113
| -1% | -$16.9K | 0.34% | 57 |
|
|
2017
Q2 | $1.28M | Sell |
8,884
-226
| -2% | -$32.5K | 0.35% | 57 |
|
|
2017
Q1 | $1.21M | Hold |
9,110
| – | – | 0.33% | 65 |
|
|
2016
Q4 | $1.21M | Sell |
9,110
-247
| -3% | -$32.9K | 0.33% | 65 |
|
|
2016
Q3 | $1.2M | Buy |
9,357
+4
| +0% | +$513 | 0.34% | 63 |
|
|
2016
Q2 | $1.16M | Sell |
9,353
-682
| -7% | -$84.6K | 0.32% | 65 |
|
|
2016
Q1 | $1.21M | Buy |
10,035
+72
| +0.7% | +$8.7K | 0.36% | 59 |
|
|
2015
Q4 | $1.2M | Buy |
+9,963
| New | +$1.2M | 0.35% | 60 |
|