TD Private Client Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24M	Buy	96,944 +28,293	+41%	+$7.3M	0.5%	38
2025 Q4	$16.9M	Buy	68,651 +8,617	+14%	+$2.12M	0.36%	49
2025 Q3	$14.5M	Buy	60,034 +18,846	+46%	+$4.32M	0.33%	53
2025 Q2	$8.89M	Sell	41,188 -15,840	-28%	-$3.19M	0.22%	72
2025 Q1	$11.4M	Sell	57,028 -3,822	-6%	-$829K	0.31%	55
2024 Q4	$13.4M	Buy	60,850 +1,500	+3%	+$342K	0.38%	48
2024 Q3	$13.1M	Sell	59,350 -2,263	-4%	-$484K	0.38%	47
2024 Q2	$12.5M	Sell	61,613 -1,505	-2%	-$304K	0.39%	45
2024 Q1	$13.3M	Sell	63,118 -7,690	-11%	-$1.53M	0.44%	44
2023 Q4	$14.2M	Sell	70,808 -2,667	-4%	-$478K	0.51%	41
2023 Q3	$13M	Sell	73,475 -1,703	-2%	-$320K	0.56%	33
2023 Q2	$14.1M	Sell	75,178 -2,876	-4%	-$513K	0.61%	32
2023 Q1	$13.9M	Sell	78,054 -689	-0.9%	-$127K	0.62%	30
2022 Q4	$13.7M	Sell	78,743 -2,830	-3%	-$503K	0.65%	31
2022 Q3	$13.5M	Sell	81,573 -1,441	-2%	-$263K	0.69%	26
2022 Q2	$14.1M	Buy	83,014 +4,683	+6%	+$863K	0.69%	26
2022 Q1	$16.1M	Buy	78,331 +9,309	+13%	+$1.9M	0.68%	23
2021 Q4	$15.4M	Sell	69,022 -40,751	-37%	-$9.21M	0.64%	25
2021 Q3	$24M	Sell	109,773 -2,530	-2%	-$561K	1.03%	15
2021 Q2	$25.8M	Buy	112,303 +1,964	+2%	+$442K	1.1%	13
2021 Q1	$24.4M	Buy	110,339 +360	+0.3%	+$78.6K	1.14%	13
2020 Q4	$21.6M	Buy	109,979 +7,429	+7%	+$1.3M	1.09%	12
2020 Q3	$15.4M	Sell	102,550 -6,123	-6%	-$921K	0.86%	19
2020 Q2	$15.6M	Buy	108,673 +15,037	+16%	+$1.97M	0.91%	16
2020 Q1	$10.7M	Sell	93,636 -1,423	-1%	-$212K	0.77%	24
2019 Q4	$15.7M	Buy	+95,059	New	+$15M	0.94%	19

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

TD Private Client Wealth increased its iShares Russell 2000 ETF (IWM) stake by 41% in Q1 2026, buying an estimated $7.3M and bringing the position to 96,944 shares worth $24M. The position accounts for 0.5% of the portfolio, ranked #38.

TD Private Client Wealth first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $25.8M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

TD Private Client Wealth held 96,944 shares of iShares Russell 2000 ETF worth $24M as of Q1 2026.
TD Private Client Wealth bought 28,293 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.3M.
iShares Russell 2000 ETF made up 0.5% of TD Private Client Wealth's portfolio in Q1 2026, its #38 holding.
TD Private Client Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's iShares Russell 2000 ETF position peaked at $25.8M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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