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

Topel & Distasi Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.6M Sell
45,130
-678
-1% -$81.7K 2.7% 10
2026
Q1 		$4.88M Buy
45,808
+640
+1% +$72.6K 2.52% 10
2025
Q4 		$5.34M Sell
45,168
-3,492
-7% -$414K 2.61% 12
2025
Q3 		$5.7M Sell
48,660
-1,116
-2% -$124K 2.81% 10
2025
Q2 		$5.28M Sell
49,776
-37,864
-43% -$3.62M 2.77% 12
2025
Q1 		$7.91M Sell
87,640
-10,488
-11% -$1.03M 3.69% 8
2024
Q4 		$9.85M Sell
98,128
-14,612
-13% -$1.44M 4.22% 8
2024
Q3 		$10.6M Sell
112,740
-5,508
-5% -$499K 4.39% 6
2024
Q2 		$10.8M Sell
118,248
-2,884
-2% -$246K 4.73% 5
2024
Q1 		$10.2M Sell
121,132
-4,904
-4% -$395K 4.51% 5
2023
Q4 		$9.55M Sell
126,036
-2,284
-2% -$162K 4.54% 4
2023
Q3 		$8.53M Sell
128,320
-4,072
-3% -$281K 4.47% 3
2023
Q2 		$9.11M Sell
132,392
-1,032
-0.8% -$65.6K 4.58% 3
2023
Q1 		$8.15M Sell
133,424
-16
-0% -$922 4.25% 3
2022
Q4 		$7.15M Sell
133,440
-700
-0.5% -$38.5K 4% 7
2022
Q3 		$7.57M Sell
134,140
-4,928
-4% -$290K 4.18% 5
2022
Q2 		$7.6M Buy
139,068
+56,948
+69% +$3.42M 4.4% 5
2022
Q1 		$5.7M Buy
82,120
+6,620
+9% +$452K 2.39% 16
2021
Q4 		$5.77M Buy
+75,500
New +$5.6M 2.35% 15

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Topel & Distasi Wealth Management's IWF Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, selling an estimated $81.7K and leaving 45,130 shares worth $5.6M. The position accounts for 2.7% of the portfolio, ranked #10.

Topel & Distasi Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q2 2024. 2,515 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Topel & Distasi Wealth Management held 45,130 shares of iShares Russell 1000 Growth ETF worth $5.6M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 678 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $81.7K.
  • iShares Russell 1000 Growth ETF made up 2.7% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's iShares Russell 1000 Growth ETF position peaked at $10.8M in Q2 2024.
  • 2,515 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.