Ownership history in JSF Financial, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in ISHARES TR (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 11,744 | -439 | -3.6% | 1.15% | $5.6M | $472.88 |
| 2025 Q3 | REDUCED | 12,183 | -719 | -5.6% | 1.27% | $5.7M | $467.53 |
| 2025 Q2 | REDUCED | 12,902 | -348 | -2.6% | 1.30% | $5.5M | $423.39 |
| 2025 Q1 | REDUCED | 13,250 | -572 | -4.1% | 1.26% | $4.8M | $359.72 |
| 2024 Q4 | REDUCED | 13,822 | -351 | -2.5% | 1.48% | $5.6M | $399.63 |
| 2024 Q3 | REDUCED | 14,173 | -128 | -0.9% | 1.55% | $5.3M | $373.18 |
| 2024 Q2 | REDUCED | 14,301 | -371 | -2.5% | 1.60% | $5.2M | $361.83 |
| 2024 Q1 | REDUCED | 14,672 | -205 | -1.4% | 1.55% | $4.9M | $334.19 |
| 2023 Q4 | REDUCED | 14,877 | -105 | -0.7% | 1.56% | $4.5M | $300.20 |
| 2023 Q3 | REDUCED | 14,982 | -841 | -5.3% | 1.54% | $4.0M | $262.86 |
As of 2025 Q4 — sorted by position size