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Independent Wealth Advisors LLC → J
Independent Wealth Advisors LLC J Position History
Jacobs Solutions Inc. • Industrials
Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q1 2026 | $2M |
| Q2 2026 | $2M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 86.1K | — | — |
| Q2 2026 | $2M | 88.0K | — | — |
| Q1 2026 | $2M | 87.3K | — | — |
| Q4 2025 | $1.9M | 80.2K | — | — |
Other funds holding J
$1.9B
$1.7B
$1.7B
$1.6B
$1.1B
$1.1B
$975.9M