TD Private Client Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

TD Private Client Wealth’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	$15.1M	Sell	36,978 -13,746	-27%	-$5.45M	0.28%	56
2026 Q1	$18.1M	Buy	50,724 +10,620	+26%	+$3.96M	0.38%	49
2025 Q4	$15M	Sell	40,104 -320	-0.8%	-$119K	0.32%	51
2025 Q3	$14.8M	Buy	40,424 +4,947	+14%	+$1.74M	0.33%	52
2025 Q2	$12M	Sell	35,477 -1,195	-3%	-$375K	0.3%	55
2025 Q1	$11.2M	Buy	36,672 +2,577	+8%	+$833K	0.31%	56
2024 Q4	$11M	Buy	34,095 +5,614	+20%	+$1.82M	0.31%	56
2024 Q3	$8.95M	Buy	28,481 +2,968	+12%	+$899K	0.26%	67
2024 Q2	$7.59M	Sell	25,513 -1,363	-5%	-$391K	0.24%	68
2024 Q1	$7.74M	Sell	26,876 -8,703	-24%	-$2.39M	0.25%	68
2023 Q4	$9.33M	Buy	35,579 +10,494	+42%	+$2.57M	0.34%	53
2023 Q3	$5.89M	Sell	25,085 -1,536	-6%	-$376K	0.26%	75
2023 Q2	$6.49M	Sell	26,621 -3,918	-13%	-$902K	0.28%	71
2023 Q1	$6.88M	Sell	30,539 -69,292	-69%	-$15.3M	0.31%	64
2022 Q4	$21M	Buy	99,831 +77,230	+342%	+$16.3M	0.99%	17
2022 Q3	$4.46M	Buy	22,601 +1,304	+6%	+$286K	0.23%	99
2022 Q2	$4.42M	Sell	21,297 -448	-2%	-$101K	0.22%	110
2022 Q1	$5.44M	Sell	21,745 -2,685	-11%	-$663K	0.23%	99
2021 Q4	$6.46M	Buy	24,430 +10,089	+70%	+$2.6M	0.27%	77
2021 Q3	$3.47M	Sell	14,341 -387	-3%	-$96.2K	0.15%	150
2021 Q2	$3.57M	Buy	14,728 +635	+5%	+$150K	0.15%	151
2021 Q1	$3.15M	Sell	14,093 -6,583	-32%	-$1.44M	0.15%	159
2020 Q4	$4.38M	Buy	20,676 +6,740	+48%	+$1.35M	0.22%	102
2020 Q3	$2.61M	Sell	13,936 -1,270	-8%	-$235K	0.15%	155
2020 Q2	$2.61M	Buy	15,206 +1,709	+13%	+$276K	0.15%	149
2020 Q1	$1.91M	Sell	13,497 -12,646	-48%	-$2.14M	0.14%	152
2019 Q4	$4.66M	Buy	+26,143	New	+$4.46M	0.28%	82

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 Private Client Wealth's IWB Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 27% in Q2 2026, selling an estimated $5.45M and leaving 36,978 shares worth $15.1M. The position accounts for 0.28% of the portfolio, ranked #56.

TD Private Client Wealth first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $21M in Q4 2022. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

TD Private Client Wealth held 36,978 shares of iShares Russell 1000 ETF worth $15.1M as of Q2 2026.
TD Private Client Wealth sold 13,746 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.45M.
iShares Russell 1000 ETF made up 0.28% of TD Private Client Wealth's portfolio in Q2 2026, its #56 holding.
TD Private Client Wealth first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares Russell 1000 ETF position peaked at $21M in Q4 2022.
1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.