JFS WEALTH ADVISORS, LLC IWB Holdings History
JFS WEALTH ADVISORS, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 207,639.00 shares of iShares Russell 1000 ETF(IWB), totaling $63.69 Mil. This investment constitutes 4.31% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.17% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2015Q4. And since then JFS WEALTH ADVISORS, LLC has made 13 purchases of IWB, at an average price of $135.53, for a total of 294,113.00 shares. In addition, there have been 17 sales at an average price of $219.13 for 86,474.00 shares. Based on historical transaction data and IWB's current price of $345.18, JFS WEALTH ADVISORS, LLC's estimated gain on his IWB holdings is $50.76 Mil, reflecting a 127.34% gain to date.
JFS WEALTH ADVISORS, LLC IWB ($345.18) Holding Chart
JFS WEALTH ADVISORS, LLC IWB ($345.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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