iShares S&P MidCap 400 Index shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.5M | 121k | 62.32 |
| 2024-06-30 | $6.8M | 116k | 58.52 |
| 2024-03-31 | $7.0M | 115k | 60.74 |
| 2023-12-31 | $6.4M | 23k | 277.15 |
| 2023-09-30 | $5.7M | 23k | 249.35 |
| 2023-06-30 | $6.0M | 23k | 261.48 |
| 2023-03-31 | $5.7M | 23k | 250.16 |
| 2022-12-31 | $5.3M | 22k | 241.89 |
| 2022-09-30 | $5.5M | 22k | 250.08 |
| 2022-06-30 | $4.9M | 22k | 226.23 |
| 2022-03-31 | $5.7M | 21k | 268.36 |
| 2021-12-31 | $6.0M | 21k | 283.10 |
More positions owned by Topel & Distasi Wealth Management
View all positions for Topel & Distasi Wealth Management