Ishares Tr shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $835k | 19k | 43.85 |
| 2025-06-30 | $793k | 19k | 41.50 |
| 2025-03-31 | $702k | 18k | 39.07 |
| 2024-12-31 | $620k | 15k | 41.84 |
| 2024-09-30 | $630k | 15k | 42.29 |
| 2024-06-30 | $494k | 13k | 39.57 |
| 2024-03-31 | $513k | 13k | 41.08 |
| 2023-12-31 | $436k | 12k | 37.73 |
| 2023-09-30 | $393k | 12k | 33.87 |
| 2023-06-30 | $380k | 11k | 35.62 |
| 2023-03-31 | $354k | 10k | 33.99 |
| 2022-12-31 | $219k | 6.7k | 32.80 |
| 2022-09-30 | $222k | 6.6k | 33.85 |
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