ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 138,702 Value ($000) $17,096 Avg Close — Range —
Q3 2025
Shares 147,385 Value ($000) $17,792 Avg Close — Range —
Q2 2025
Shares 144,551 Value ($000) $15,915 Avg Close — Range —
Q1 2025
Shares 151,593 Value ($000) $14,072 Avg Close — Range —
Q4 2024
Shares 161,030 Value ($000) $16,349 Avg Close — Range —
Q3 2024
Shares 176,069 Value ($000) $16,859 Avg Close — Range —
Q2 2024
Shares 168,449 Value ($000) $15,588 Avg Close — Range —
Q1 2024
Shares 131,327 Value ($000) $11,089 Avg Close — Range —
Q4 2023
Shares 133,864 Value ($000) $10,053 Avg Close — Range —
Q3 2023
Shares 138,373 Value ($000) $9,467 Avg Close — Range —
Q2 2023
Shares 141,257 Value ($000) $9,956 Avg Close — Range —
Q1 2023
Shares 143,794 Value ($000) $9,187 Avg Close — Range —
Q4 2022
Shares 144,802 Value ($000) $8,471 Avg Close — Range —
Q3 2022
Shares 129,956 Value ($000) $7,518 Avg Close — Range —
Q2 2022
Shares 125,568 Value ($000) $7,578 Avg Close — Range —
Q1 2022
Shares 114,005 Value ($000) $8,708 Avg Close — Range —
Q4 2021
Shares 95,015 Value ($000) $7,950 Avg Close — Range —
Q3 2021
Shares 70,125 Value ($000) $5,183 Avg Close — Range —
Q2 2021
Shares 3,231 Value ($000) $235 Avg Close — Range —
Q1 2021
Shares 2,466 Value ($000) $161 Avg Close — Range —
Q4 2020
Shares 2,466 Value ($000) $157 Avg Close — Range —
Q3 2020
Shares 616 Value ($000) $142 Avg Close — Range —
Q2 2020
Shares 616 Value ($000) $128 Avg Close — Range —
Q1 2020
Shares 616 Value ($000) $102 Avg Close — Range —
Q4 2019
Shares 616 Value ($000) $119 Avg Close — Range —
Q3 2019
Shares 616 Value ($000) $111 Avg Close — Range —
Q2 2019
Shares 616 Value ($000) $110 Avg Close — Range —
Q1 2019
Shares 650 Value ($000) $112 Avg Close — Range —
Q4 2018
Shares 650 Value ($000) $98 Avg Close — Range —
Q3 2018
Shares 714 Value ($000) $126 Avg Close — Range —
Q2 2018
Shares 714 Value ($000) $116 Avg Close — Range —
Q1 2018
Shares 852 Value ($000) $132 Avg Close — Range —
Q4 2017
Shares 852 Value ($000) $130 Avg Close — Range —
Q3 2017
Shares 852 Value ($000) $122 Avg Close — Range —
Q2 2017
Shares 552 Value ($000) $76 Avg Close — Range —
Q1 2017
Shares 632 Value ($000) $77 Avg Close — Range —
Q4 2016
Shares 632 Value ($000) $77 Avg Close — Range —
Q3 2016
Shares 591 Value ($000) $72 Avg Close — Range —
Q2 2016
Shares 591 Value ($000) $69 Avg Close — Range —
Q1 2016
Shares 591 Value ($000) $68 Avg Close — Range —
Q4 2015
Shares 591 Value ($000) $68 Avg Close — Range —
Q3 2015
Shares 427 Value ($000) $46 Avg Close — Range —
Q2 2015
Shares 427 Value ($000) $49 Avg Close — Range —
Q1 2015
Shares 427 Value ($000) $49 Avg Close — Range —
Q4 2014
Shares 427 Value ($000) $48 Avg Close — Range —
Q3 2014
Shares 427 Value ($000) $46 Avg Close — Range —
Q2 2014
Shares 427 Value ($000) $45 Avg Close — Range —