Ishares Tr shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Ishares Tr (XVV) 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 | $319k | 6.2k | 51.52 |
| 2025-06-30 | $322k | 6.8k | 47.69 |
| 2025-03-31 | $289k | 6.8k | 42.78 |
| 2024-12-31 | $305k | 6.7k | 45.30 |
| 2024-09-30 | $307k | 6.9k | 44.22 |
| 2024-06-30 | $295k | 7.0k | 42.05 |
| 2024-03-31 | $283k | 7.0k | 40.29 |
| 2023-12-31 | $275k | 7.6k | 36.39 |
| 2023-09-30 | $256k | 7.9k | 32.43 |
| 2023-06-30 | $281k | 8.3k | 33.82 |
| 2023-03-31 | $256k | 8.3k | 30.90 |
| 2022-12-31 | $236k | 8.3k | 28.43 |
| 2022-09-30 | $237k | 8.0k | 29.48 |
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