TD Private Client Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Sell	16,359 -2,479	-13%	-$342K	0.04%	235
2026 Q1	$2.41M	Sell	18,838 -30,058	-61%	-$4.07M	0.05%	221
2025 Q4	$6.7M	Buy	48,896 +13,564	+38%	+$1.9M	0.14%	96
2025 Q3	$5.03M	Sell	35,332 -1,410	-4%	-$199K	0.11%	125
2025 Q2	$5.1M	Sell	36,742 -5,575	-13%	-$705K	0.13%	119
2025 Q1	$4.97M	Buy	42,317 +2,628	+7%	+$338K	0.14%	110
2024 Q4	$5.03M	Sell	39,689 -2,975	-7%	-$378K	0.14%	107
2024 Q3	$5M	Sell	42,664 -2,016	-5%	-$225K	0.14%	109
2024 Q2	$4.93M	Sell	44,680 -3,199	-7%	-$351K	0.16%	101
2024 Q1	$5.46M	Sell	47,879 -4,461	-9%	-$483K	0.18%	90
2023 Q4	$5.47M	Buy	52,340 +1,327	+3%	+$126K	0.2%	91
2023 Q3	$4.66M	Buy	51,013 +279	+0.5%	+$26.7K	0.2%	100
2023 Q2	$4.9M	Buy	50,734 +3,973	+8%	+$362K	0.21%	107
2023 Q1	$4.26M	Sell	46,761 -8,605	-16%	-$768K	0.19%	119
2022 Q4	$4.63M	Buy	55,366 +4,075	+8%	+$343K	0.22%	104
2022 Q3	$4.02M	Buy	51,291 +11,952	+30%	+$1.03M	0.21%	109
2022 Q2	$3.12M	Buy	39,339 +4,932	+14%	+$429K	0.15%	146
2022 Q1	$3.46M	Sell	34,407 -14,037	-29%	-$1.4M	0.15%	149
2021 Q4	$5.58M	Buy	48,444 +22,832	+89%	+$2.66M	0.23%	95
2021 Q3	$2.87M	Sell	25,612 -2,001	-7%	-$230K	0.12%	175
2021 Q2	$3.13M	Buy	27,613 +1,135	+4%	+$121K	0.13%	169
2021 Q1	$2.7M	Sell	26,478 -10,905	-29%	-$1.14M	0.13%	176
2020 Q4	$3.84M	Sell	37,383 -5,177	-12%	-$493K	0.19%	120
2020 Q3	$3.68M	Buy	42,560 +750	+2%	+$63.3K	0.21%	109
2020 Q2	$3.31M	Sell	41,810 -142	-0.3%	-$10.3K	0.19%	116
2020 Q1	$2.55M	Sell	41,952 -498	-1%	-$36.3K	0.18%	118
2019 Q4	$3.24M	Buy	+42,450	New	+$3.11M	0.19%	128

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

TD Private Client Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 13% in Q2 2026, selling an estimated $342K and leaving 16,359 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #235.

TD Private Client Wealth first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.7M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TD Private Client Wealth held 16,359 shares of iShares Russell Mid-Cap Growth ETF worth $2.4M as of Q2 2026.
TD Private Client Wealth sold 2,479 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $342K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #235 holding.
TD Private Client Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $6.7M in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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