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Topel & Distasi Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Topel & Distasi Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.84M Sell
7,953
-7,402
-48% -$2.76M 1.47% 20
2025
Q4 		$5.73M Sell
15,355
-223
-1% -$82.6K 2.8% 10
2025
Q3 		$5.69M Sell
15,578
-231
-1% -$81.4K 2.81% 11
2025
Q2 		$5.37M Buy
15,809
+35
+0.2% +$11K 2.81% 11
2025
Q1 		$4.84M Sell
15,774
-1,768
-10% -$572K 2.26% 14
2024
Q4 		$5.65M Sell
17,542
-1,001
-5% -$324K 2.42% 13
2024
Q3 		$5.83M Sell
18,543
-42
-0.2% -$12.7K 2.42% 13
2024
Q2 		$5.53M Buy
18,585
+283
+2% +$81.3K 2.43% 13
2024
Q1 		$5.27M Sell
18,302
-196
-1% -$53.7K 2.33% 13
2023
Q4 		$4.85M Sell
18,498
-209
-1% -$51.2K 2.3% 14
2023
Q3 		$4.39M Sell
18,707
-753
-4% -$184K 2.3% 15
2023
Q2 		$4.74M Sell
19,460
-71
-0.4% -$16.4K 2.39% 14
2023
Q1 		$4.4M Buy
19,531
+136
+0.7% +$29.9K 2.3% 15
2022
Q4 		$4.08M Buy
19,395
+10,182
+111% +$2.16M 2.29% 15
2022
Q3 		$2.01M Sell
9,213
-532
-5% -$117K 1.11% 29
2022
Q2 		$2.02M Buy
9,745
+1,237
+15% +$280K 1.17% 28
2022
Q1 		$2.13M Sell
8,508
-322
-4% -$79.5K 0.89% 35
2021
Q4 		$2.33M Buy
+8,830
New +$2.27M 0.95% 37

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Topel & Distasi Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 48% in Q1 2026, selling an estimated $2.76M and leaving 7,953 shares worth $2.84M. The position accounts for 1.47% of the portfolio, ranked #20.

Topel & Distasi Wealth Management first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.83M in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Topel & Distasi Wealth Management held 7,953 shares of iShares Russell 1000 ETF worth $2.84M as of Q1 2026.
  • Topel & Distasi Wealth Management sold 7,402 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.76M.
  • iShares Russell 1000 ETF made up 1.47% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's iShares Russell 1000 ETF position peaked at $5.83M in Q3 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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