TD Asset Management
IWN icon

TD Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

TD Asset Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-32,199
Closed -$6.1M – 1273
2026
Q1 		$6.1M Sell
32,199
-22,616
-41% -$4.38M 0.01% 762
2025
Q4 		$9.93M Buy
54,815
+3,729
+7% +$670K 0.01% 657
2025
Q3 		$9.03M Buy
51,086
+4,318
+9% +$729K 0.01% 681
2025
Q2 		$7.38M Buy
46,768
+8,163
+21% +$1.22M 0.01% 706
2025
Q1 		$5.83M Buy
38,605
+158
+0.4% +$25.5K 0.01% 762
2024
Q4 		$6.31M Sell
38,447
-6,434
-14% -$1.1M 0.01% 752
2024
Q3 		$7.47M Buy
44,881
+796
+2% +$129K 0.01% 700
2024
Q2 		$6.71M Buy
44,085
+70
+0.2% +$10.7K 0.01% 696
2024
Q1 		$6.99M Buy
44,015
+227
+0.5% +$34.4K 0.01% 693
2023
Q4 		$6.8M Buy
43,788
+308
+0.7% +$42.7K 0.01% 681
2023
Q3 		$5.89M Buy
43,480
+370
+0.9% +$53.1K 0.01% 698
2023
Q2 		$6.07M Buy
43,110
+803
+2% +$109K 0.01% 700
2023
Q1 		$5.8M Buy
42,307
+309
+0.7% +$44.8K 0.01% 712
2022
Q4 		$5.82M Sell
41,998
-5,002
-11% -$706K 0.01% 706
2022
Q3 		$6.1M Buy
47,000
+1,435
+3% +$207K 0.01% 713
2022
Q2 		$6.2M Buy
45,565
+1,178
+3% +$175K 0.01% 724
2022
Q1 		$7.16M Buy
44,387
+10,322
+30% +$1.65M 0.01% 739
2021
Q4 		$5.66M Buy
34,065
+1,201
+4% +$200K ﹤0.01% 827
2021
Q3 		$5.27M Buy
32,864
+1,265
+4% +$203K 0.01% 804
2021
Q2 		$5.05M Sell
31,599
-2,540
-7% -$419K 0.01% 822
2021
Q1 		$5.44M Buy
34,139
+2,801
+9% +$423K 0.01% 797
2020
Q4 		$4.13M Buy
31,338
+7,086
+29% +$836K 0.01% 843
2020
Q3 		$2.41M Buy
24,252
+384
+2% +$39K ﹤0.01% 864
2020
Q2 		$2.33M Buy
23,868
+651
+3% +$59.2K ﹤0.01% 845
2020
Q1 		$1.9M Buy
23,217
+12,633
+119% +$1.42M ﹤0.01% 847
2019
Q4 		$1.36M Buy
10,584
+328
+3% +$40.6K ﹤0.01% 1025
2019
Q3 		$1.23M Buy
10,256
+26
+0.3% +$3.07K ﹤0.01% 1014
2019
Q2 		$1.23M Sell
10,230
-41,201
-80% -$4.98M ﹤0.01% 1010
2019
Q1 		$6.17M Buy
51,431
+6,035
+13% +$721K 0.01% 641
2018
Q4 		$4.88M Buy
45,396
+5,396
+13% +$649K 0.01% 668
2018
Q3 		$5.32M Buy
40,000
+1,785
+5% +$240K 0.01% 712
2018
Q2 		$5.04M Sell
38,215
-775
-2% -$99.9K 0.01% 699
2018
Q1 		$4.75M Buy
38,990
+3,889
+11% +$487K 0.01% 683
2017
Q4 		$4.41M Buy
35,101
+3,414
+11% +$427K 0.01% 703
2017
Q3 		$3.93M Buy
31,687
+3,454
+12% +$407K 0.01% 707
2017
Q2 		$3.36M Buy
28,233
+3,258
+13% +$383K 0.01% 765
2017
Q1 		$2.95M Sell
24,975
-591
-2% -$70.1K ﹤0.01% 809
2016
Q4 		$3.04M Buy
25,566
+1,707
+7% +$189K 0.01% 774
2016
Q3 		$2.5M Sell
23,859
-14,067
-37% -$1.44M ﹤0.01% 831
2016
Q2 		$3.69M Buy
37,926
+1,637
+5% +$156K 0.01% 753
2016
Q1 		$3.38M Buy
36,289
+2,152
+6% +$187K 0.01% 758
2015
Q4 		$3.14M Buy
34,137
+2,487
+8% +$236K 0.01% 761
2015
Q3 		$2.85M Buy
31,650
+6,790
+27% +$652K 0.01% 762
2015
Q2 		$2.54M Buy
24,860
+9,264
+59% +$954K ﹤0.01% 815
2015
Q1 		$1.61M Buy
+15,596
New +$1.57M ﹤0.01% 860

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TD Asset Management's IWN Position: Q2 2026 in Review

TD Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 32,199 shares — an estimated $6.1M sold.

TD Asset Management first reported a position in IWN in Q1 2015 and held it in 45 quarters. The position peaked at $9.93M in Q4 2025. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • TD Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • TD Asset Management sold 32,199 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $6.1M.
  • TD Asset Management first reported a position in iShares Russell 2000 Value ETF in Q1 2015 and held it in 45 quarters.
  • TD Asset Management's iShares Russell 2000 Value ETF position peaked at $9.93M in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.