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

Topel & Distasi Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Sell
3,466
-66
-2% -$6.94K 0.18% 46
2026
Q1 		$343K Sell
3,532
-15
-0.4% -$1.5K 0.18% 48
2025
Q4 		$341K Buy
3,547
+25
+0.7% +$2.4K 0.17% 53
2025
Q3 		$340K Hold
3,522
– – 0.17% 54
2025
Q2 		$324K Hold
3,522
– – 0.17% 54
2025
Q1 		$300K Sell
3,522
-10
-0.3% -$892 0.14% 67
2024
Q4 		$312K Sell
3,532
-1,244
-26% -$113K 0.13% 67
2024
Q3 		$421K Buy
4,776
+41
+0.9% +$3.45K 0.17% 63
2024
Q2 		$384K Buy
4,735
+1,221
+35% +$99.4K 0.17% 64
2024
Q1 		$295K Sell
3,514
-238
-6% -$18.9K 0.13% 66
2023
Q4 		$292K Hold
3,752
– – 0.14% 63
2023
Q3 		$260K Hold
3,752
– – 0.14% 67
2023
Q2 		$274K Buy
3,752
+43
+1% +$2.99K 0.14% 68
2023
Q1 		$259K Buy
3,709
+24
+0.7% +$1.7K 0.14% 68
2022
Q4 		$249K Hold
3,685
– – 0.14% 65
2022
Q3 		$257K Sell
3,685
-35
-0.9% -$2.41K 0.14% 66
2022
Q2 		$241K Sell
3,720
-9
-0.2% -$641 0.14% 63
2022
Q1 		$291K Sell
3,729
-29
-0.8% -$2.23K 0.12% 69
2021
Q4 		$312K Buy
+3,758
New +$308K 0.13% 69

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Topel & Distasi Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, selling an estimated $6.94K and leaving 3,466 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #46.

Topel & Distasi Wealth Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $421K in Q3 2024. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Topel & Distasi Wealth Management held 3,466 shares of iShares Russell Mid-Cap ETF worth $382K as of Q2 2026.
  • Topel & Distasi Wealth Management sold 66 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.94K.
  • iShares Russell Mid-Cap ETF made up 0.18% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's iShares Russell Mid-Cap ETF position peaked at $421K in Q3 2024.
  • 1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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