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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
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

More positions owned by Wsfs Capital Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vertex Cl A (VERX)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)

View all positions for Wsfs Capital Management

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

View all funds holding iShares S&P MidCap 400 Value Index