ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 15,609 Value ($000) $3,283 Avg Close — Range —
Q3 2025
Shares 15,514 Value ($000) $3,158 Avg Close — Range —
Q2 2025
Shares 15,555 Value ($000) $3,021 Avg Close — Range —
Q1 2025
Shares 15,983 Value ($000) $3,007 Avg Close — Range —
Q4 2024
Shares 16,257 Value ($000) $3,010 Avg Close — Range —
Q3 2024
Shares 21,359 Value ($000) $4,054 Avg Close — Range —
Q2 2024
Shares 22,065 Value ($000) $3,850 Avg Close — Range —
Q1 2024
Shares 22,056 Value ($000) $3,950 Avg Close — Range —
Q4 2023
Shares 22,484 Value ($000) $3,715 Avg Close — Range —
Q3 2023
Shares 22,506 Value ($000) $3,417 Avg Close — Range —
Q2 2023
Shares 22,646 Value ($000) $3,574 Avg Close — Range —
Q1 2023
Shares 22,567 Value ($000) $3,436 Avg Close — Range —
Q4 2022
Shares 21,532 Value ($000) $3,265 Avg Close — Range —
Q3 2022
Shares 21,499 Value ($000) $3,319 Avg Close — Range —
Q2 2022
Shares 21,671 Value ($000) $3,142 Avg Close — Range —
Q1 2022
Shares 21,311 Value ($000) $3,537 Avg Close — Range —
Q4 2021
Shares 22,043 Value ($000) $3,702 Avg Close — Range —