IIM
Ironwood Investment Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$156K | 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% | -$13.6K | 0.28% | 93 |
|
|
2023
Q1 | $493K | Hold |
13,095
| – | – | 0.31% | 94 |
|
|
2022
Q4 | $594K | Sell |
13,095
-500
| -4% | -$22.7K | 0.39% | 83 |
|
|
2022
Q3 | $632K | Hold |
13,595
| – | – | 0.44% | 81 |
|
|
2022
Q2 | $545K | Sell |
13,595
-5,400
| -28% | -$216K | 0.36% | 94 |
|
|
2022
Q1 | $886K | Buy |
18,995
+13,095
| +222% | +$611K | 0.48% | 74 |
|
|
2021
Q4 | $296K | Sell |
5,900
-500
| -8% | -$25.1K | 0.15% | 147 |
|
|
2021
Q3 | $328K | Buy |
6,400
+500
| +8% | +$25.6K | 0.17% | 139 |
|
|
2021
Q2 | $275K | Buy |
5,900
+500
| +9% | +$23.3K | 0.14% | 155 |
|
|
2021
Q1 | $269K | Buy |
+5,400
| New | +$269K | 0.14% | 154 |
|