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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Buy	714 +1	+0.1%	+$365	0.14%	53
2026 Q1	$224K	Hold	713	–	–	0.12%	57
2025 Q4	$230K	Sell	713 -3	-0.4%	-$976	0.11%	61
2025 Q3	$229K	Sell	716 -40	-5%	-$12.1K	0.11%	60
2025 Q2	$216K	Buy	+756	New	+$199K	0.11%	60
2025 Q1	–	Sell	-756	Closed	-$217K	–	76
2024 Q4	$217K	Sell	756 -164	-18%	-$48.5K	0.09%	75
2024 Q3	$261K	Buy	920 +1	+0.1%	+$274	0.11%	70
2024 Q2	$241K	Buy	+919	New	+$239K	0.11%	71
2022 Q1	–	Sell	-716	Closed	-$210K	–	75
2021 Q4	$210K	Buy	+716	New	+$216K	0.09%	74

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Topel & Distasi Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.14% in Q2 2026, buying an estimated $365 and bringing the position to 714 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #53.

Topel & Distasi Wealth Management first reported a position in IWO in Q4 2021 and has held it in 9 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Topel & Distasi Wealth Management held 714 shares of iShares Russell 2000 Growth ETF worth $281K as of Q2 2026.
Topel & Distasi Wealth Management bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.14% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #53 holding.
Topel & Distasi Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 9 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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