Jfs Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,133 shares of IWS stock, worth $430,254. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,133
Previous 2,939 6.6%
Holding current value
$430,254
Previous $370,000 11.62%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$110.58 - $132.14 $21,452 - $25,635
194 Added 6.6%
3,133 $413,000
Q3 2021

Nov 09, 2021
BUY
$110.67 - $119.04 $325,259 - $349,858
2,939 New
2,939 $333,000

Others Institutions Holding IWS

# of Institutions
1,044
Shares Held
93.4M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email