ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 90,146 Value ($000) $10,834 Avg Close — Range —
Q3 2025
Shares 89,788 Value ($000) $10,670 Avg Close — Range —
Q2 2025
Shares 87,353 Value ($000) $9,547 Avg Close — Range —
Q1 2025
Shares 86,783 Value ($000) $9,075 Avg Close — Range —
Q4 2024
Shares 86,218 Value ($000) $9,934 Avg Close — Range —
Q3 2024
Shares 88,911 Value ($000) $10,399 Avg Close — Range —
Q2 2024
Shares 87,610 Value ($000) $9,344 Avg Close — Range —
Q1 2024
Shares 86,758 Value ($000) $9,588 Avg Close — Range —
Q4 2023
Shares 85,050 Value ($000) $9,207 Avg Close — Range —
Q3 2023
Shares 83,492 Value ($000) $7,876 Avg Close — Range —
Q2 2023
Shares 82,435 Value ($000) $8,215 Avg Close — Range —
Q1 2023
Shares 81,346 Value ($000) $7,866 Avg Close — Range —
Q4 2022
Shares 78,314 Value ($000) $7,412 Avg Close — Range —
Q3 2022
Shares 78,463 Value ($000) $7,839 Avg Close — Range —
Q2 2022
Shares 79,374 Value ($000) $7,335 Avg Close — Range —
Q1 2022
Shares 76,443 Value ($000) $8,247 Avg Close — Range —
Q4 2021
Shares 73,109 Value ($000) $8,372 Avg Close — Range —