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

Topel & Distasi Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.35M Buy
15,660
+51
+0.3% +$11.2K 1.73% 17
2025
Q4 		$3.28M Buy
15,609
+95
+0.6% +$19.6K 1.6% 20
2025
Q3 		$3.16M Sell
15,514
-41
-0.3% -$8.16K 1.56% 22
2025
Q2 		$3.02M Sell
15,555
-428
-3% -$79.3K 1.58% 22
2025
Q1 		$3.01M Sell
15,983
-274
-2% -$52.2K 1.4% 22
2024
Q4 		$3.01M Sell
16,257
-5,102
-24% -$979K 1.29% 25
2024
Q3 		$4.05M Sell
21,359
-706
-3% -$129K 1.68% 20
2024
Q2 		$3.85M Buy
22,065
+9
+0% +$1.57K 1.69% 20
2024
Q1 		$3.95M Sell
22,056
-428
-2% -$72.4K 1.75% 20
2023
Q4 		$3.72M Sell
22,484
-22
-0.1% -$3.4K 1.77% 21
2023
Q3 		$3.42M Sell
22,506
-140
-0.6% -$22.2K 1.79% 23
2023
Q2 		$3.57M Buy
22,646
+79
+0.4% +$12.1K 1.8% 22
2023
Q1 		$3.44M Buy
22,567
+1,035
+5% +$160K 1.79% 22
2022
Q4 		$3.27M Buy
21,532
+33
+0.2% +$4.94K 1.83% 22
2022
Q3 		$3.32M Sell
21,499
-172
-0.8% -$25.8K 1.83% 20
2022
Q2 		$3.14M Buy
21,671
+360
+2% +$56.3K 1.82% 21
2022
Q1 		$3.54M Sell
21,311
-732
-3% -$120K 1.48% 26
2021
Q4 		$3.7M Buy
+22,043
New +$3.61M 1.51% 27

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Topel & Distasi Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.33% in Q1 2026, buying an estimated $11.2K and bringing the position to 15,660 shares worth $3.35M. The position accounts for 1.73% of the portfolio, ranked #17.

Topel & Distasi Wealth Management first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.05M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Topel & Distasi Wealth Management held 15,660 shares of iShares Russell 1000 Value ETF worth $3.35M as of Q1 2026.
  • Topel & Distasi Wealth Management bought 51 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $11.2K.
  • iShares Russell 1000 Value ETF made up 1.73% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's iShares Russell 1000 Value ETF position peaked at $4.05M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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