JFS WEALTH ADVISORS, LLC IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1568068
As of 2026-06-30, JFS WEALTH ADVISORS, LLC reported 308.51K IWF (shares), valued at $38.31M, or 1.91% of its reported non-derivative portfolio. Filed 2026-07-10.
Verify history & sources →Shares increased 293.74%; reported value increased 14.66%, and weight changed +0.04 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 | 1.91% | 308,513 | SEC filing ↗Filed Jul 10, 2026 |
| Q1 2026 | 1.87% | 78,355 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 2.15% | 80,521 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 2.40% | 87,519 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.43% | 89,833 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 2.31% | 94,488 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.49% | 90,911 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 2.21% | 88,023 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 2.50% | 86,967 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 2.34% | 87,572 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.93% | 75,024 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 1.64% | 65,336 | SEC filing ↗Filed Nov 2, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.64% | 65,336 | $17.38M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 2, 2023 |
| Q4 2023 | 1.93% | 75,024 | $22.74M | Shares increased 14.83%; reported value increased 30.88%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 2.34% | 87,572 | $29.52M | Shares increased 16.73%; reported value increased 29.77%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.50% | 86,967 | $31.70M | Shares decreased 0.69%; reported value increased 7.40%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 2.21% | 88,023 | $33.04M | Shares increased 1.21%; reported value increased 4.23%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 2.49% | 90,911 | $36.51M | Shares increased 3.28%; reported value increased 10.49%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.31% | 94,488 | $34.12M | Shares increased 3.93%; reported value decreased 6.54%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 2.43% | 89,833 | $38.14M | Shares decreased 4.93%; reported value increased 11.79%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 2.40% | 87,519 | $40.99M | Shares decreased 2.58%; reported value increased 7.48%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.15% | 80,521 | $38.11M | Shares decreased 8.00%; reported value decreased 7.04%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 1.87% | 78,355 | $33.41M | Shares decreased 2.69%; reported value decreased 12.33%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 1.91% | 308,513 | $38.31M | Shares increased 293.74%; reported value increased 14.66%, and weight changed +0.04 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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