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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Topel & Distasi Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Broad Usd High (USHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Topel & Distasi Wealth Management

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
Retirement Capital Strategies
BSW Wealth Partners
Better Money Decisions
Wharton Business Group
Atlantic Private Wealth
Franklin Resources
Branch Banking & Trust Company
Raymond James Financial Services Advisors
JNBA Financial Advisors
Us Financial Advisors
Gould Asset Management
Financial Council Asset Management
Bank of America Corporation

View all funds holding Ishares Tr