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TD Private Client Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

TD Private Client Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.5M Sell
225,227
-4,038
-2% -$486K 0.53% 37
2025
Q4 		$28.3M Sell
229,265
-15,771
-6% -$1.93M 0.6% 34
2025
Q3 		$29.6M Sell
245,036
-31,128
-11% -$3.58M 0.67% 32
2025
Q2 		$30.4M Buy
276,164
+18,555
+7% +$1.84M 0.75% 29
2025
Q1 		$23.9M Sell
257,609
-64,020
-20% -$6.45M 0.66% 30
2024
Q4 		$32.7M Sell
321,629
-11,815
-4% -$1.18M 0.91% 24
2024
Q3 		$31.9M Buy
333,444
+18,788
+6% +$1.73M 0.92% 24
2024
Q2 		$29.1M Sell
314,656
-28,309
-8% -$2.44M 0.92% 26
2024
Q1 		$29M Sell
342,965
-23,103
-6% -$1.86M 0.95% 22
2023
Q4 		$27.5M Sell
366,068
-7,361
-2% -$524K 0.99% 19
2023
Q3 		$25.6M Sell
373,429
-13,476
-3% -$954K 1.11% 14
2023
Q2 		$27.3M Sell
386,905
-27,642
-7% -$1.83M 1.18% 11
2023
Q1 		$26.5M Buy
414,547
+20,279
+5% +$1.24M 1.19% 11
2022
Q4 		$23.1M Sell
394,268
-104,191
-21% -$6.26M 1.09% 14
2022
Q3 		$28.8M Buy
498,459
+7,454
+2% +$484K 1.47% 9
2022
Q2 		$29.6M Sell
491,005
-133,745
-21% -$8.85M 1.44% 10
2022
Q1 		$47.7M Buy
624,750
+34,918
+6% +$2.62M 2.03% 7
2021
Q4 		$49.4M Sell
589,832
-14,503
-2% -$1.17M 2.05% 6
2021
Q3 		$44.7M Sell
604,335
-21,742
-3% -$1.66M 1.91% 6
2021
Q2 		$45.5M Buy
626,077
+35,547
+6% +$2.46M 1.94% 6
2021
Q1 		$38.4M Sell
590,530
-1,833
-0.3% -$118K 1.8% 6
2020
Q4 		$37.8M Buy
592,363
+59,899
+11% +$3.63M 1.92% 5
2020
Q3 		$30.8M Sell
532,464
-39,588
-7% -$2.24M 1.72% 5
2020
Q2 		$29.7M Sell
572,052
-32,844
-5% -$1.57M 1.73% 5
2020
Q1 		$25M Sell
604,896
-20,208
-3% -$956K 1.79% 5
2019
Q4 		$30.3M Buy
+625,104
New +$29M 1.81% 6

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TD Private Client Wealth's IVW Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q1 2026, selling an estimated $486K and leaving 225,227 shares worth $25.5M. The position accounts for 0.53% of the portfolio, ranked #37.

TD Private Client Wealth first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $49.4M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • TD Private Client Wealth held 225,227 shares of iShares S&P 500 Growth ETF worth $25.5M as of Q1 2026.
  • TD Private Client Wealth sold 4,038 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $486K.
  • iShares S&P 500 Growth ETF made up 0.53% of TD Private Client Wealth's portfolio in Q1 2026, its #37 holding.
  • TD Private Client Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares S&P 500 Growth ETF position peaked at $49.4M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.