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
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Topel & Distasi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by Topel & Distasi Wealth Management
View all positions for Topel & Distasi Wealth Management