ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 713 Value ($000) $230 Avg Close — Range —
Q3 2025
Shares 716 Value ($000) $229 Avg Close — Range —
Q2 2025
Shares 756 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 756 Value ($000) $217 Avg Close — Range —
Q3 2024
Shares 920 Value ($000) $261 Avg Close — Range —
Q2 2024
Shares 919 Value ($000) $241 Avg Close — Range —
Q4 2021
Shares 716 Value ($000) $210 Avg Close — Range —