iShares S&P 500 Index shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 5.6k | 576.82 |
| 2024-06-30 | $3.1M | 5.6k | 547.23 |
| 2024-03-31 | $3.0M | 5.6k | 525.73 |
| 2023-12-31 | $2.7M | 5.6k | 477.63 |
| 2023-09-30 | $2.4M | 5.6k | 429.43 |
| 2023-06-30 | $2.5M | 5.6k | 445.71 |
| 2023-03-31 | $2.3M | 5.6k | 411.08 |
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