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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$673K	Sell	3,041 -340	-10%	-$71.2K	0.01%	441
2026 Q1	$641K	Buy	3,381 +395	+13%	+$76.5K	0.01%	441
2025 Q4	$541K	Buy	2,986 +296	+11%	+$53.2K	0.01%	467
2025 Q3	$476K	Buy	2,690 +126	+5%	+$21.3K	0.01%	496
2025 Q2	$404K	Sell	2,564 -4,939	-66%	-$735K	0.01%	502
2025 Q1	$1.13M	Buy	7,503 +424	+6%	+$68.5K	0.03%	320
2024 Q4	$1.16M	Sell	7,079 -194	-3%	-$33.1K	0.03%	327
2024 Q3	$1.21M	Sell	7,273 -1,098	-13%	-$178K	0.03%	337
2024 Q2	$1.27M	Sell	8,371 -861	-9%	-$132K	0.04%	310
2024 Q1	$1.47M	Sell	9,232 -915	-9%	-$139K	0.05%	289
2023 Q4	$1.58M	Sell	10,147 -2,042	-17%	-$283K	0.06%	260
2023 Q3	$1.65M	Sell	12,189 -1,852	-13%	-$266K	0.07%	238
2023 Q2	$1.98M	Sell	14,041 -920	-6%	-$124K	0.09%	226
2023 Q1	$2.05M	Buy	14,961 +4,686	+46%	+$679K	0.09%	220
2022 Q4	$1.42M	Buy	10,275 +4,627	+82%	+$653K	0.07%	265
2022 Q3	$728K	Sell	5,648 -1,394	-20%	-$201K	0.04%	353
2022 Q2	$959K	Sell	7,042 -542	-7%	-$80.7K	0.05%	315
2022 Q1	$1.22M	Buy	7,584 +2,541	+50%	+$405K	0.05%	312
2021 Q4	$837K	Buy	5,043 +847	+20%	+$141K	0.03%	360
2021 Q3	$672K	Sell	4,196 -857	-17%	-$138K	0.03%	375
2021 Q2	$838K	Buy	5,053 +173	+4%	+$28.5K	0.04%	348
2021 Q1	$778K	Buy	4,880 +1,886	+63%	+$285K	0.04%	338
2020 Q4	$394K	Buy	2,994 +790	+36%	+$93.2K	0.02%	407
2020 Q3	$219K	Sell	2,204 -8,586	-80%	-$872K	0.01%	450
2020 Q2	$1.05M	Buy	10,790 +9,066	+526%	+$825K	0.06%	272
2020 Q1	$141K	Buy	1,724 +30	+2%	+$3.37K	0.01%	458
2019 Q4	$218K	Buy	+1,694	New	+$209K	0.01%	442

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

TD Private Client Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 10% in Q2 2026, selling an estimated $71.2K and leaving 3,041 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #441.

TD Private Client Wealth first reported a position in IWN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.05M in Q1 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

TD Private Client Wealth held 3,041 shares of iShares Russell 2000 Value ETF worth $673K as of Q2 2026.
TD Private Client Wealth sold 340 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $71.2K.
iShares Russell 2000 Value ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #441 holding.
TD Private Client Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares Russell 2000 Value ETF position peaked at $2.05M in Q1 2023.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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