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

TD Private Client Wealth’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.4M	Buy	92,496 +1,687	+2%	+$393K	0.41%	45
2026 Q1	$19.4M	Sell	90,809 -65,067	-42%	-$14.2M	0.4%	46
2025 Q4	$32.8M	Buy	155,876 +49,274	+46%	+$10.2M	0.7%	30
2025 Q3	$21.7M	Sell	106,602 -6,225	-6%	-$1.24M	0.49%	41
2025 Q2	$21.9M	Buy	112,827 +3,565	+3%	+$660K	0.54%	38
2025 Q1	$20.6M	Sell	109,262 -38,673	-26%	-$7.37M	0.57%	35
2024 Q4	$27.4M	Buy	147,935 +38,686	+35%	+$7.42M	0.77%	30
2024 Q3	$20.7M	Sell	109,249 -9,965	-8%	-$1.82M	0.6%	34
2024 Q2	$20.8M	Sell	119,214 -5,387	-4%	-$942K	0.65%	31
2024 Q1	$22.3M	Sell	124,601 -29,692	-19%	-$5.02M	0.73%	29
2023 Q4	$25.5M	Buy	154,293 +34,432	+29%	+$5.32M	0.92%	25
2023 Q3	$18.2M	Sell	119,861 -85	-0.1%	-$13.5K	0.79%	26
2023 Q2	$18.9M	Sell	119,946 -3,708	-3%	-$567K	0.82%	24
2023 Q1	$18.8M	Sell	123,654 -76,943	-38%	-$11.9M	0.84%	24
2022 Q4	$30.4M	Buy	200,597 +64,412	+47%	+$9.64M	1.44%	9
2022 Q3	$18.5M	Buy	136,185 +6,245	+5%	+$938K	0.95%	17
2022 Q2	$18.8M	Sell	129,940 -1,450	-1%	-$227K	0.92%	19
2022 Q1	$21.8M	Sell	131,390 -19,906	-13%	-$3.27M	0.93%	17
2021 Q4	$25.4M	Buy	151,296 +53,811	+55%	+$8.82M	1.06%	17
2021 Q3	$15.3M	Buy	97,485 +20,612	+27%	+$3.3M	0.65%	27
2021 Q2	$12.2M	Buy	76,873 +5,049	+7%	+$799K	0.52%	36
2021 Q1	$10.9M	Sell	71,824 -37,140	-34%	-$5.37M	0.51%	37
2020 Q4	$14.9M	Buy	108,964 +62,362	+134%	+$8M	0.76%	22
2020 Q3	$5.51M	Buy	46,602 +22,969	+97%	+$2.72M	0.31%	73
2020 Q2	$2.66M	Sell	23,633 -3,326	-12%	-$366K	0.16%	144
2020 Q1	$2.67M	Sell	26,959 -56,747	-68%	-$7.07M	0.19%	113
2019 Q4	$11.4M	Buy	+83,706	New	+$11M	0.68%	30

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TD Private Client Wealth's IWD Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q2 2026, buying an estimated $393K and bringing the position to 92,496 shares worth $22.4M. The position accounts for 0.41% of the portfolio, ranked #45.

TD Private Client Wealth first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.8M in Q4 2025. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

TD Private Client Wealth held 92,496 shares of iShares Russell 1000 Value ETF worth $22.4M as of Q2 2026.
TD Private Client Wealth bought 1,687 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $393K.
iShares Russell 1000 Value ETF made up 0.41% of TD Private Client Wealth's portfolio in Q2 2026, its #45 holding.
TD Private Client Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares Russell 1000 Value ETF position peaked at $32.8M in Q4 2025.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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