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

TD Private Client Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Buy
4,109
+535
+15% +$178K 0.03% 323
2025
Q4 		$1.15M Sell
3,574
-150
-4% -$48.8K 0.02% 336
2025
Q3 		$1.19M Buy
3,724
+194
+5% +$58.5K 0.03% 328
2025
Q2 		$1.01M Sell
3,530
-1,161
-25% -$306K 0.02% 363
2025
Q1 		$1.2M Sell
4,691
-1,027
-18% -$290K 0.03% 308
2024
Q4 		$1.65M Sell
5,718
-322
-5% -$95.3K 0.05% 261
2024
Q3 		$1.72M Sell
6,040
-656
-10% -$180K 0.05% 269
2024
Q2 		$1.76M Sell
6,696
-42
-0.6% -$10.9K 0.06% 256
2024
Q1 		$1.82M Sell
6,738
-4,118
-38% -$1.05M 0.06% 254
2023
Q4 		$2.74M Buy
10,856
+193
+2% +$43.5K 0.1% 172
2023
Q3 		$2.39M Buy
10,663
+1,739
+19% +$416K 0.1% 174
2023
Q2 		$2.17M Buy
8,924
+1,338
+18% +$307K 0.09% 213
2023
Q1 		$1.72M Buy
7,586
+742
+11% +$170K 0.08% 248
2022
Q4 		$1.47M Buy
6,844
+1,059
+18% +$232K 0.07% 262
2022
Q3 		$1.2M Sell
5,785
-1,231
-18% -$277K 0.06% 277
2022
Q2 		$1.45M Sell
7,016
-331
-5% -$73.8K 0.07% 257
2022
Q1 		$1.88M Buy
7,347
+94
+1% +$24.1K 0.08% 245
2021
Q4 		$2.13M Buy
7,253
+252
+4% +$75.9K 0.09% 226
2021
Q3 		$2.06M Sell
7,001
-861
-11% -$259K 0.09% 229
2021
Q2 		$2.45M Sell
7,862
-348
-4% -$105K 0.1% 203
2021
Q1 		$2.47M Sell
8,210
-767
-9% -$238K 0.12% 190
2020
Q4 		$2.57M Buy
8,977
+531
+6% +$135K 0.13% 169
2020
Q3 		$1.87M Sell
8,446
-2,043
-19% -$447K 0.1% 202
2020
Q2 		$2.17M Buy
10,489
+4,868
+87% +$910K 0.13% 174
2020
Q1 		$889K Sell
5,621
-613
-10% -$122K 0.06% 243
2019
Q4 		$1.34M Buy
+6,234
New +$1.27M 0.08% 226

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

TD Private Client Wealth increased its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q1 2026, buying an estimated $178K and bringing the position to 4,109 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #323.

TD Private Client Wealth first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.74M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • TD Private Client Wealth held 4,109 shares of iShares Russell 2000 Growth ETF worth $1.29M as of Q1 2026.
  • TD Private Client Wealth bought 535 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $178K.
  • iShares Russell 2000 Growth ETF made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #323 holding.
  • TD Private Client Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares Russell 2000 Growth ETF position peaked at $2.74M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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