iShares S&P SmallCap 600 Index shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Topel & Distasi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $9.2M | 85k | 108.25 |
2023-09-30 | $7.9M | 84k | 94.33 |
2023-06-30 | $8.2M | 82k | 99.65 |
2023-03-31 | $7.9M | 81k | 96.70 |
2022-12-31 | $7.4M | 78k | 94.64 |
2022-09-30 | $7.8M | 79k | 99.91 |
2022-06-30 | $7.3M | 79k | 92.41 |
2022-03-31 | $8.2M | 76k | 107.88 |
2021-12-31 | $8.4M | 73k | 114.51 |
More positions owned by Topel & Distasi Wealth Management
View all positions for Topel & Distasi Wealth Management
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index