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iShares S&P MidCap 400 Value Index shares owned by Wsfs Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Wsfs Capital Management from 13F filings

Historical chart of Wsfs Capital Management investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Wsfs Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 41k 123.62
2024-06-30 $5.1M 45k 113.46
2024-03-31 $5.6M 47k 118.29
2023-12-31 $6.1M 54k 114.04
2023-09-30 $6.0M 60k 100.93
2023-06-30 $4.4M 41k 107.13
2023-03-31 $4.7M 46k 102.77
2022-12-31 $5.0M 50k 100.80
2017-03-31 $328k 2.2k 148.28
2016-12-31 $321k 2.2k 145.12