JFS WEALTH ADVISORS, LLC IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1568068
As of 2026-06-30, JFS WEALTH ADVISORS, LLC reported 724.21K IJH (shares), valued at $55.84M, or 2.78% of its reported non-derivative portfolio. Filed 2026-07-10.
Verify history & sources →Shares increased 1.52%; reported value increased 15.92%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.78% | 724,208 | SEC filing ↗Filed Jul 10, 2026 |
| Q1 2026 | 2.70% | 713,381 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 2.64% | 710,578 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 2.65% | 695,193 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.74% | 695,131 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 2.76% | 698,268 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.97% | 698,601 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 2.87% | 688,561 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 3.10% | 671,005 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 3.25% | 674,102 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 3.36% | 142,778 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 3.33% | 141,537 | SEC filing ↗Filed Nov 2, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.33% | 141,537 | $35.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 2, 2023 |
| Q4 2023 | 3.36% | 142,778 | $39.57M | Shares increased 0.88%; reported value increased 12.12%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 3.25% | 674,102 | $40.94M | Shares increased 372.13%; reported value increased 3.47%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 3.10% | 671,005 | $39.27M | Shares decreased 0.46%; reported value decreased 4.10%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 2.87% | 688,561 | $42.91M | Shares increased 2.62%; reported value increased 9.28%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 2.97% | 698,601 | $43.53M | Shares increased 1.46%; reported value increased 1.44%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.76% | 698,268 | $40.74M | Shares decreased 0.05%; reported value decreased 6.40%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 2.74% | 695,131 | $43.11M | Shares decreased 0.45%; reported value increased 5.81%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 2.65% | 695,193 | $45.37M | Shares increased 0.01%; reported value increased 5.23%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.64% | 710,578 | $46.90M | Shares increased 2.21%; reported value increased 3.37%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 2.70% | 713,381 | $48.17M | Shares increased 0.39%; reported value increased 2.72%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 2.78% | 724,208 | $55.84M | Shares increased 1.52%; reported value increased 15.92%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2026 |
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