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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
Q2 		$1.38M Sell
3,494
-615
-15% -$224K 0.03% 324
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

TD Private Client Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q2 2026, selling an estimated $224K and leaving 3,494 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #324.

TD Private Client Wealth first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.74M in Q4 2023. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • TD Private Client Wealth held 3,494 shares of iShares Russell 2000 Growth ETF worth $1.38M as of Q2 2026.
  • TD Private Client Wealth sold 615 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $224K.
  • iShares Russell 2000 Growth ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #324 holding.
  • TD Private Client Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's iShares Russell 2000 Growth ETF position peaked at $2.74M in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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