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iShares Russell 3000 Value Index shares owned by Wsfs Capital Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wsfs Capital Management from 13F filings

Historical chart of Wsfs Capital Management investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 Russell 3000 Value Index by Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $407k 4.8k 84.33
2023-09-30 $360k 4.8k 74.62
2023-06-30 $378k 4.8k 78.26
2023-03-31 $363k 4.9k 73.78
2022-12-31 $420k 5.9k 70.63

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 Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index