ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,547 Value ($000) $341 Avg Close — Range —
Q3 2025
Shares 3,522 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 3,522 Value ($000) $324 Avg Close — Range —
Q1 2025
Shares 3,522 Value ($000) $300 Avg Close — Range —
Q4 2024
Shares 3,532 Value ($000) $312 Avg Close — Range —
Q3 2024
Shares 4,776 Value ($000) $421 Avg Close — Range —
Q2 2024
Shares 4,735 Value ($000) $384 Avg Close — Range —
Q1 2024
Shares 3,514 Value ($000) $295 Avg Close — Range —
Q4 2023
Shares 3,752 Value ($000) $292 Avg Close — Range —
Q3 2023
Shares 3,752 Value ($000) $260 Avg Close — Range —
Q2 2023
Shares 3,752 Value ($000) $274 Avg Close — Range —
Q1 2023
Shares 3,709 Value ($000) $259 Avg Close — Range —
Q4 2022
Shares 3,685 Value ($000) $249 Avg Close — Range —
Q3 2022
Shares 3,685 Value ($000) $257 Avg Close — Range —
Q2 2022
Shares 3,720 Value ($000) $241 Avg Close — Range —
Q1 2022
Shares 3,729 Value ($000) $291 Avg Close — Range —
Q4 2021
Shares 3,758 Value ($000) $312 Avg Close — Range —