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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

TD Private Client Wealth increased its iShares Russell 1000 ETF (IWB) stake by 26% in Q1 2026, buying an estimated $3.96M and bringing the position to 50,724 shares worth $18.1M. The position accounts for 0.38% of the portfolio, ranked #49.

TD Private Client Wealth first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $21M in Q4 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • TD Private Client Wealth held 50,724 shares of iShares Russell 1000 ETF worth $18.1M as of Q1 2026.
  • TD Private Client Wealth bought 10,620 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.96M.
  • iShares Russell 1000 ETF made up 0.38% of TD Private Client Wealth's portfolio in Q1 2026, its #49 holding.
  • TD Private Client Wealth first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares Russell 1000 ETF position peaked at $21M in Q4 2022.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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