iShares Russell 1000 Value Index shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 16k | 203.59 |
| 2025-06-30 | $3.0M | 16k | 194.23 |
| 2025-03-31 | $3.0M | 16k | 188.16 |
| 2024-12-31 | $3.0M | 16k | 185.13 |
| 2024-09-30 | $4.1M | 21k | 189.80 |
| 2024-06-30 | $3.8M | 22k | 174.47 |
| 2024-03-31 | $4.0M | 22k | 179.11 |
| 2023-12-31 | $3.7M | 23k | 165.25 |
| 2023-09-30 | $3.4M | 23k | 151.82 |
| 2023-06-30 | $3.6M | 23k | 157.83 |
| 2023-03-31 | $3.4M | 23k | 152.26 |
| 2022-12-31 | $3.3M | 22k | 151.65 |
| 2022-09-30 | $3.3M | 22k | 154.38 |
| 2022-06-30 | $3.1M | 22k | 144.99 |
| 2022-03-31 | $3.5M | 21k | 165.97 |
| 2021-12-31 | $3.7M | 22k | 167.94 |
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