Topel & Distasi Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Topel & Distasi Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Buy	+691	New	+$194K	0.1%	57

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Topel & Distasi Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 691 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings.

1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Topel & Distasi Wealth Management held 691 shares of iShares Russell 2000 ETF worth $208K as of Q2 2026.
iShares Russell 2000 ETF was a new Topel & Distasi Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #57 holding.
1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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