iShares Russell Midcap Index Fund shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 3.5k | 96.55 |
| 2025-06-30 | $324k | 3.5k | 91.97 |
| 2025-03-31 | $300k | 3.5k | 85.07 |
| 2024-12-31 | $312k | 3.5k | 88.40 |
| 2024-09-30 | $421k | 4.8k | 88.14 |
| 2024-06-30 | $384k | 4.7k | 81.08 |
| 2024-03-31 | $296k | 3.5k | 84.09 |
| 2023-12-31 | $292k | 3.8k | 77.73 |
| 2023-09-30 | $260k | 3.8k | 69.25 |
| 2023-06-30 | $274k | 3.8k | 73.03 |
| 2023-03-31 | $259k | 3.7k | 69.92 |
| 2022-12-31 | $249k | 3.7k | 67.45 |
| 2022-09-30 | $257k | 3.7k | 69.74 |
| 2022-06-30 | $241k | 3.7k | 64.78 |
| 2022-03-31 | $291k | 3.7k | 78.04 |
| 2021-12-31 | $312k | 3.8k | 83.02 |
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