ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2025
Shares 79,585 Value ($000) $4,533 Avg Close — Range —
Q3 2025
Shares 74,240 Value ($000) $4,359 Avg Close — Range —
Q2 2025
Shares 71,352 Value ($000) $4,036 Avg Close — Range —
Q1 2025
Shares 81,940 Value ($000) $4,720 Avg Close — Range —
Q4 2024
Shares 81,373 Value ($000) $4,663 Avg Close — Range —
Q3 2024
Shares 80,722 Value ($000) $4,970 Avg Close — Range —
Q2 2024
Shares 85,246 Value ($000) $4,566 Avg Close — Range —
Q1 2024
Shares 84,249 Value ($000) $4,533 Avg Close — Range —
Q4 2023
Shares 83,171 Value ($000) $4,515 Avg Close — Range —
Q3 2023
Shares 81,679 Value ($000) $3,854 Avg Close — Range —
Q2 2023
Shares 78,856 Value ($000) $4,054 Avg Close — Range —
Q1 2023
Shares 78,234 Value ($000) $3,943 Avg Close — Range —
Q4 2022
Shares 71,186 Value ($000) $3,520 Avg Close — Range —
Q3 2022
Shares 71,090 Value ($000) $3,600 Avg Close — Range —
Q2 2022
Shares 62,037 Value ($000) $3,313 Avg Close — Range —
Q1 2022
Shares 61,241 Value ($000) $3,959 Avg Close — Range —
Q4 2021
Shares 63,101 Value ($000) $4,265 Avg Close — Range —