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Ironwood Investment Management’s WSFS Financial WSFS Stock Holding History

Ironwood Investment Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$607K Hold
9,270
– – 0.25% 106
2025
Q4 		$512K Hold
9,270
– – 0.22% 113
2025
Q3 		$500K Hold
9,270
– – 0.22% 116
2025
Q2 		$510K Hold
9,270
– – 0.25% 106
2025
Q1 		$481K Hold
9,270
– – 0.26% 99
2024
Q4 		$493K Hold
9,270
– – 0.25% 100
2024
Q3 		$473K Hold
9,270
– – 0.23% 109
2024
Q2 		$436K Hold
9,270
– – 0.23% 108
2024
Q1 		$418K Sell
9,270
-3,465
-27% -$151K 0.2% 113
2023
Q4 		$585K Hold
12,735
– – 0.31% 88
2023
Q3 		$465K Hold
12,735
– – 0.28% 92
2023
Q2 		$480K Sell
12,735
-360
-3% -$12.8K 0.28% 93
2023
Q1 		$493K Hold
13,095
– – 0.31% 94
2022
Q4 		$594K Sell
13,095
-500
-4% -$23.5K 0.39% 83
2022
Q3 		$632K Hold
13,595
– – 0.44% 81
2022
Q2 		$545K Sell
13,595
-5,400
-28% -$222K 0.36% 94
2022
Q1 		$886K Buy
18,995
+13,095
+222% +$679K 0.48% 74
2021
Q4 		$296K Sell
5,900
-500
-8% -$26.2K 0.15% 147
2021
Q3 		$328K Buy
6,400
+500
+8% +$22.5K 0.17% 139
2021
Q2 		$275K Buy
5,900
+500
+9% +$25.5K 0.14% 155
2021
Q1 		$269K Buy
+5,400
New +$260K 0.14% 154

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ironwood Investment Management's WSFS Position: Q1 2026 in Review

Ironwood Investment Management held its WSFS Financial (WSFS) position steady in Q1 2026 at 9,270 shares worth $607K. The position accounts for 0.25% of the portfolio, ranked #106.

Ironwood Investment Management first reported a position in WSFS in Q1 2021 and has held it in 21 quarters since. The position peaked at $886K in Q1 2022. 330 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Ironwood Investment Management held 9,270 shares of WSFS Financial worth $607K as of Q1 2026.
  • Ironwood Investment Management left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up 0.25% of Ironwood Investment Management's portfolio in Q1 2026, its #106 holding.
  • Ironwood Investment Management first reported a position in WSFS Financial in Q1 2021 and has held it in 21 quarters since.
  • Ironwood Investment Management's WSFS Financial position peaked at $886K in Q1 2022.
  • 330 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.