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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TD Private Client Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 42% in Q1 2026, selling an estimated $14.2M and leaving 90,809 shares worth $19.4M. The position accounts for 0.4% of the portfolio, ranked #46.

TD Private Client Wealth first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.8M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • TD Private Client Wealth held 90,809 shares of iShares Russell 1000 Value ETF worth $19.4M as of Q1 2026.
  • TD Private Client Wealth sold 65,067 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $14.2M.
  • iShares Russell 1000 Value ETF made up 0.4% of TD Private Client Wealth's portfolio in Q1 2026, its #46 holding.
  • TD Private Client Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares Russell 1000 Value ETF position peaked at $32.8M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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