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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Topel & Distasi Wealth Management's IWR Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.42% in Q1 2026, selling an estimated $1.5K and leaving 3,532 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #48.

Topel & Distasi Wealth Management first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $421K in Q3 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Topel & Distasi Wealth Management held 3,532 shares of iShares Russell Mid-Cap ETF worth $343K as of Q1 2026.
Topel & Distasi Wealth Management sold 15 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.5K.
iShares Russell Mid-Cap ETF made up 0.18% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #48 holding.
Topel & Distasi Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Topel & Distasi Wealth Management's iShares Russell Mid-Cap ETF position peaked at $421K in Q3 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.