iShares S&P 1500 Index Fund shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $527k | 3.9k | 135.04 |
| 2025-03-31 | $476k | 3.9k | 122.01 |
| 2024-12-31 | $502k | 3.9k | 128.62 |
| 2024-09-30 | $490k | 3.9k | 125.62 |
| 2024-06-30 | $463k | 3.9k | 118.78 |
| 2024-03-31 | $450k | 3.9k | 115.30 |
| 2023-12-31 | $410k | 3.9k | 105.23 |
| 2023-09-30 | $367k | 3.9k | 94.19 |
| 2023-06-30 | $384k | 3.9k | 97.83 |
| 2023-03-31 | $353k | 3.9k | 90.55 |
| 2022-12-31 | $331k | 3.9k | 84.80 |