TD Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

TD Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$544K	Sell	1,328 -42	-3%	-$16.6K	0.04%	81
2026 Q1	$488K	Buy	1,370 +1	+0.1%	+$373	0.04%	80
2025 Q4	$511K	Sell	1,369 -18	-1%	-$6.67K	0.05%	78
2025 Q3	$507K	Buy	1,387 +1	+0.1%	+$352	0.05%	77
2025 Q2	$471K	Buy	1,386 +1	+0.1%	+$314	0.04%	78
2025 Q1	$425K	Sell	1,385 -2	-0.1%	-$647	0.04%	76
2024 Q4	$447K	Sell	1,387 -39	-3%	-$12.6K	0.05%	74
2024 Q3	$448K	Buy	1,426 +2	+0.1%	+$606	0.04%	72
2024 Q2	$424K	Buy	1,424 +1	+0.1%	+$287	0.04%	71
2024 Q1	$410K	Buy	1,423 +60	+4%	+$16.4K	0.04%	69
2023 Q4	$357K	Buy	1,363 +46	+3%	+$11.3K	0.04%	75
2023 Q3	$309K	Hold	1,317	–	–	0.04%	80
2023 Q2	$321K	Buy	1,317 +1	+0.1%	+$230	0.04%	78
2023 Q1	$296K	Buy	1,316 +2	+0.2%	+$440	0.04%	74
2022 Q4	$277K	Sell	1,314 -2,438	-65%	-$516K	0.04%	73
2022 Q3	$740K	Buy	+3,752	New	+$823K	0.1%	45
2022 Q2	–	Sell	-938	Closed	-$235K	–	89
2022 Q1	$235K	Buy	938 +6	+0.6%	+$1.48K	0.03%	85
2021 Q4	$246K	Buy	932 +12	+1%	+$3.09K	0.03%	80
2021 Q3	$222K	Buy	920 +1	+0.1%	+$249	0.03%	79
2021 Q2	$222K	Buy	919 +15	+2%	+$3.53K	0.03%	73
2021 Q1	$202K	Sell	904 -13	-1%	-$2.85K	0.03%	71
2020 Q4	$194K	Sell	917 -19	-2%	-$3.79K	0.03%	64
2020 Q3	$175K	Buy	936 +122	+15%	+$22.5K	0.03%	56
2020 Q2	$140K	Sell	814 -8	-1%	-$1.29K	0.02%	62
2020 Q1	$116K	Sell	822 -17	-2%	-$2.87K	0.02%	63
2019 Q4	$150K	Sell	839 -21	-2%	-$3.58K	0.02%	63
2019 Q3	$142K	Buy	860 +2	+0.2%	+$328	0.03%	62
2019 Q2	$140K	Buy	858 +13	+2%	+$2.08K	0.03%	56
2019 Q1	$133K	Sell	845 -34	-4%	-$5.14K	0.03%	56
2018 Q4	$122K	Buy	879 +76	+9%	+$11.4K	0.03%	53
2018 Q3	$130K	Buy	803 +209	+35%	+$33.2K	0.03%	52
2018 Q2	$90K	Hold	594	–	–	0.02%	62
2018 Q1	$87K	Buy	594 +2	+0.3%	+$304	0.03%	61
2017 Q4	$88K	Buy	592 +3	+0.5%	+$434	0.02%	64
2017 Q3	$82K	Buy	589 +5	+0.9%	+$686	0.02%	62
2017 Q2	$79K	Sell	584 -21	-3%	-$2.8K	0.02%	61
2017 Q1	$79K	Sell	605 -17	-3%	-$2.2K	0.02%	61
2016 Q4	$77K	Buy	622 +265	+74%	+$32.2K	0.02%	58
2016 Q3	$43K	Buy	357 +3	+0.8%	+$361	0.01%	70
2016 Q2	$41K	Sell	354 -35	-9%	-$4.04K	0.01%	73
2016 Q1	$44K	Sell	389 -42	-10%	-$4.54K	0.01%	71
2015 Q4	$49K	Buy	431 +5	+1%	+$572	0.02%	69
2015 Q3	$46K	Sell	426 -30	-7%	-$3.41K	0.01%	76
2015 Q2	$53K	Hold	456	–	–	0.01%	82
2015 Q1	$53K	Sell	456 -592	-56%	-$68.4K	0.01%	83
2014 Q4	$120K	Buy	1,048 +6	+0.6%	+$673	0.03%	68
2014 Q3	$115K	Buy	1,042 +9	+0.9%	+$995	0.03%	69
2014 Q2	$114K	Sell	1,033 -33	-3%	-$3.51K	0.03%	64
2014 Q1	$112K	Buy	1,066 +4	+0.4%	+$412	0.03%	61
2013 Q4	$110K	Sell	1,062 -55	-5%	-$5.44K	0.03%	61
2013 Q3	$105K	Buy	1,117 +11	+1%	+$1.03K	0.02%	90
2013 Q2	$100K	Buy	+1,106	New	+$99K	0.02%	91

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TD Capital Management's IWB Position: Q2 2026 in Review

TD Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 3.1% in Q2 2026, selling an estimated $16.6K and leaving 1,328 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #81.

TD Capital Management first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $740K in Q3 2022. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

TD Capital Management held 1,328 shares of iShares Russell 1000 ETF worth $544K as of Q2 2026.
TD Capital Management sold 42 iShares Russell 1000 ETF shares in Q2 2026, an estimated $16.6K.
iShares Russell 1000 ETF made up 0.04% of TD Capital Management's portfolio in Q2 2026, its #81 holding.
TD Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
TD Capital Management's iShares Russell 1000 ETF position peaked at $740K in Q3 2022.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.