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Topel & Distasi Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Topel & Distasi Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11M Sell
88,365
-1,781
-2% -$226K 5.68% 6
2025
Q4 		$10.8M Buy
90,146
+358
+0.4% +$42.8K 5.29% 6
2025
Q3 		$10.7M Buy
89,788
+2,435
+3% +$280K 5.27% 5
2025
Q2 		$9.55M Buy
87,353
+570
+0.7% +$58.9K 5% 6
2025
Q1 		$9.07M Buy
86,783
+565
+0.7% +$63.8K 4.24% 7
2024
Q4 		$9.93M Sell
86,218
-2,693
-3% -$322K 4.25% 6
2024
Q3 		$10.4M Buy
88,911
+1,301
+1% +$147K 4.31% 7
2024
Q2 		$9.34M Buy
87,610
+852
+1% +$91.2K 4.11% 8
2024
Q1 		$9.59M Buy
86,758
+1,708
+2% +$181K 4.24% 7
2023
Q4 		$9.21M Buy
85,050
+1,558
+2% +$150K 4.37% 6
2023
Q3 		$7.88M Buy
83,492
+1,057
+1% +$106K 4.13% 4
2023
Q2 		$8.21M Buy
82,435
+1,089
+1% +$104K 4.13% 4
2023
Q1 		$7.87M Buy
81,346
+3,032
+4% +$303K 4.1% 4
2022
Q4 		$7.41M Sell
78,314
-149
-0.2% -$14.3K 4.15% 4
2022
Q3 		$7.84M Sell
78,463
-911
-1% -$88.5K 4.33% 3
2022
Q2 		$7.33M Buy
79,374
+2,931
+4% +$291K 4.25% 6
2022
Q1 		$8.25M Buy
76,443
+3,334
+5% +$360K 3.45% 8
2021
Q4 		$8.37M Buy
+73,109
New +$8.33M 3.41% 8

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Topel & Distasi Wealth Management's IJR Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q1 2026, selling an estimated $226K and leaving 88,365 shares worth $11M. The position accounts for 5.68% of the portfolio, ranked #6.

Topel & Distasi Wealth Management first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Topel & Distasi Wealth Management held 88,365 shares of iShares Core S&P Small-Cap ETF worth $11M as of Q1 2026.
  • Topel & Distasi Wealth Management sold 1,781 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $226K.
  • iShares Core S&P Small-Cap ETF made up 5.68% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.