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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.8M	Buy	401,068 +1,068	+0.3%	+$121K	0.89%	24
2025 Q4	$47.3M	Buy	400,000 +13,452	+3%	+$1.59M	1.01%	22
2025 Q3	$45.3M	Sell	386,548 -35,408	-8%	-$3.94M	1.02%	23
2025 Q2	$44.8M	Sell	421,956 -90,208	-18%	-$8.63M	1.1%	17
2025 Q1	$46.2M	Sell	512,164 -14,628	-3%	-$1.44M	1.27%	16
2024 Q4	$52.9M	Sell	526,792 -16,924	-3%	-$1.66M	1.48%	13
2024 Q3	$51M	Buy	543,716 +12,416	+2%	+$1.13M	1.47%	12
2024 Q2	$48.4M	Buy	531,300 +18,748	+4%	+$1.6M	1.52%	12
2024 Q1	$43.2M	Sell	512,552 -53,968	-10%	-$4.35M	1.42%	13
2023 Q4	$42.9M	Sell	566,520 -24,032	-4%	-$1.7M	1.55%	12
2023 Q3	$39.3M	Sell	590,552 -55,388	-9%	-$3.82M	1.7%	10
2023 Q2	$44.4M	Sell	645,940 -5,324	-0.8%	-$339K	1.92%	7
2023 Q1	$39.8M	Sell	651,264 -106,444	-14%	-$6.13M	1.78%	7
2022 Q4	$40.6M	Buy	757,708 +125,668	+20%	+$6.91M	1.92%	7
2022 Q3	$33.2M	Sell	632,040 -29,196	-4%	-$1.72M	1.7%	8
2022 Q2	$36.2M	Sell	661,236 -33,148	-5%	-$1.99M	1.76%	8
2022 Q1	$48.2M	Buy	694,384 +134,360	+24%	+$9.17M	2.05%	6
2021 Q4	$42.8M	Buy	560,024 +111,960	+25%	+$8.3M	1.78%	7
2021 Q3	$30.7M	Buy	448,064 +72,552	+19%	+$5.13M	1.31%	12
2021 Q2	$25.5M	Buy	375,512 +5,392	+1%	+$348K	1.09%	14
2021 Q1	$22.5M	Buy	370,120 +18,988	+5%	+$1.16M	1.05%	14
2020 Q4	$21.2M	Buy	351,132 +61,072	+21%	+$3.48M	1.07%	13
2020 Q3	$15.7M	Buy	290,060 +3,804	+1%	+$200K	0.88%	17
2020 Q2	$13.7M	Buy	286,256 +24,484	+9%	+$1.08M	0.8%	22
2020 Q1	$9.86M	Sell	261,772 -70,508	-21%	-$3.04M	0.71%	27
2019 Q4	$14.6M	Buy	+332,280	New	+$13.9M	0.87%	21

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TD Private Client Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q1 2026, buying an estimated $121K and bringing the position to 401,068 shares worth $42.8M. The position accounts for 0.89% of the portfolio, ranked #24.

TD Private Client Wealth first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $52.9M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

TD Private Client Wealth held 401,068 shares of iShares Russell 1000 Growth ETF worth $42.8M as of Q1 2026.
TD Private Client Wealth bought 1,068 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $121K.
iShares Russell 1000 Growth ETF made up 0.89% of TD Private Client Wealth's portfolio in Q1 2026, its #24 holding.
TD Private Client Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's iShares Russell 1000 Growth ETF position peaked at $52.9M in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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