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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

Tip: Access up to 7 years of quarterly data

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
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