ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 82,180 Value ($000) $56,289 Avg Close — Range —
Q3 2025
Shares 75,605 Value ($000) $50,602 Avg Close — Range —
Q2 2025
Shares 77,357 Value ($000) $48,031 Avg Close — Range —
Q1 2025
Shares 76,093 Value ($000) $42,757 Avg Close — Range —
Q4 2024
Shares 71,678 Value ($000) $42,195 Avg Close — Range —
Q3 2024
Shares 69,825 Value ($000) $40,276 Avg Close — Range —
Q2 2024
Shares 63,381 Value ($000) $34,684 Avg Close — Range —
Q1 2024
Shares 62,025 Value ($000) $32,608 Avg Close — Range —
Q4 2023
Shares 63,551 Value ($000) $30,354 Avg Close — Range —
Q3 2023
Shares 67,118 Value ($000) $28,822 Avg Close — Range —
Q2 2023
Shares 63,045 Value ($000) $28,100 Avg Close — Range —
Q1 2023
Shares 61,002 Value ($000) $25,077 Avg Close — Range —
Q4 2022
Shares 60,520 Value ($000) $23,252 Avg Close — Range —
Q3 2022
Shares 55,855 Value ($000) $20,033 Avg Close — Range —
Q2 2022
Shares 53,619 Value ($000) $20,330 Avg Close — Range —
Q1 2022
Shares 49,827 Value ($000) $22,606 Avg Close — Range —
Q4 2021
Shares 47,050 Value ($000) $22,442 Avg Close — Range —
Q3 2021
Shares 41,927 Value ($000) $18,063 Avg Close — Range —
Q2 2021
Shares 18,362 Value ($000) $7,894 Avg Close — Range —
Q1 2021
Shares 15,833 Value ($000) $6,298 Avg Close — Range —
Q4 2020
Shares 13,776 Value ($000) $5,172 Avg Close — Range —
Q3 2020
Shares 12,209 Value ($000) $4,103 Avg Close — Range —
Q2 2020
Shares 13,579 Value ($000) $4,205 Avg Close — Range —
Q1 2020
Shares 13,864 Value ($000) $3,582 Avg Close — Range —
Q4 2019
Shares 13,093 Value ($000) $4,232 Avg Close — Range —
Q3 2019
Shares 12,878 Value ($000) $3,844 Avg Close — Range —
Q2 2019
Shares 12,431 Value ($000) $3,664 Avg Close — Range —
Q1 2019
Shares 4,432 Value ($000) $1,261 Avg Close — Range —
Q4 2018
Shares 3,176 Value ($000) $799 Avg Close — Range —
Q3 2018
Shares 2,453 Value ($000) $718 Avg Close — Range —
Q2 2018
Shares 1,798 Value ($000) $491 Avg Close — Range —
Q1 2018
Shares 2,207 Value ($000) $586 Avg Close — Range —
Q4 2017
Shares 1,625 Value ($000) $437 Avg Close — Range —
Q3 2017
Shares 1,010 Value ($000) $255 Avg Close — Range —
Q2 2017
Shares 761 Value ($000) $185 Avg Close — Range —
Q1 2017
Shares 761 Value ($000) $171 Avg Close — Range —
Q4 2016
Shares 761 Value ($000) $171 Avg Close — Range —
Q3 2016
Shares 641 Value ($000) $139 Avg Close — Range —
Q2 2016
Shares 424 Value ($000) $89 Avg Close — Range —
Q1 2016
Shares 409 Value ($000) $85 Avg Close — Range —
Q4 2015
Shares 836 Value ($000) $171 Avg Close — Range —
Q3 2015
Shares 409 Value ($000) $79 Avg Close — Range —
Q2 2015
Shares 409 Value ($000) $85 Avg Close — Range —
Q1 2015
Shares 715 Value ($000) $149 Avg Close — Range —
Q4 2014
Shares 818 Value ($000) $169 Avg Close — Range —
Q3 2014
Shares 810 Value ($000) $161 Avg Close — Range —
Q2 2014
Shares 802 Value ($000) $158 Avg Close — Range —
Q4 2013
Shares 3,923 Value ($000) $728 Avg Close — Range —
Q3 2013
Shares 3,418 Value ($000) $577 Avg Close — Range —
Q2 2013
Shares 3,211 Value ($000) $516,661 Avg Close — Range —