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iShares Russell 1000 Index shares owned by Topel & Distasi Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Topel & Distasi Wealth Management from 13F filings

Historical chart of Topel & Distasi Wealth Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Topel & Distasi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 19k 314.39
2024-06-30 $5.5M 19k 297.54
2024-03-31 $5.3M 18k 288.03
2023-12-31 $4.9M 19k 262.26
2023-09-30 $4.4M 19k 234.91
2023-06-30 $4.7M 20k 243.74
2023-03-31 $4.4M 20k 225.23
2022-12-31 $4.1M 19k 210.52
2022-09-30 $2.0M 9.2k 217.84
2022-06-30 $2.0M 9.7k 207.80
2022-03-31 $2.1M 8.5k 250.12
2021-12-31 $2.3M 8.8k 264.44