Topel & Distasi Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,799	Closed	-$1.01M	–	73
2022 Q2	$1.01M	Buy	12,799 +1,258	+11%	+$110K	0.59%	38
2022 Q1	$1.16M	Buy	+11,541	New	+$1.15M	0.49%	45

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Topel & Distasi Wealth Management's IWP Position: Q3 2022 in Review

Topel & Distasi Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 12,799 shares — an estimated $1.01M sold.

Topel & Distasi Wealth Management first reported a position in IWP in Q1 2022 and held it in 2 quarters. The position peaked at $1.16M in Q1 2022. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Topel & Distasi Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Topel & Distasi Wealth Management sold 12,799 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $1.01M.
Topel & Distasi Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
Topel & Distasi Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.16M in Q1 2022.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q3 2022, filed 21 Nov 2022.