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

TD Private Client Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.84M Buy
89,220
+7,143
+9% +$751K 0.18% 80
2026
Q1 		$7.98M Buy
82,077
+29,182
+55% +$2.92M 0.17% 84
2025
Q4 		$5.09M Buy
52,895
+1,270
+2% +$122K 0.11% 122
2025
Q3 		$4.98M Buy
51,625
+3,144
+6% +$298K 0.11% 127
2025
Q2 		$4.46M Buy
48,481
+1,749
+4% +$151K 0.11% 138
2025
Q1 		$3.98M Buy
46,732
+4,080
+10% +$364K 0.11% 131
2024
Q4 		$3.77M Sell
42,652
-869
-2% -$78.9K 0.11% 141
2024
Q3 		$3.84M Sell
43,521
-1,520
-3% -$128K 0.11% 136
2024
Q2 		$3.65M Buy
45,041
+2,186
+5% +$178K 0.12% 133
2024
Q1 		$3.6M Sell
42,855
-4,173
-9% -$331K 0.12% 142
2023
Q4 		$3.66M Buy
47,028
+3,852
+9% +$274K 0.13% 134
2023
Q3 		$2.99M Sell
43,176
-124
-0.3% -$9.05K 0.13% 151
2023
Q2 		$3.16M Buy
43,300
+1,916
+5% +$133K 0.14% 155
2023
Q1 		$2.89M Sell
41,384
-33,172
-44% -$2.34M 0.13% 163
2022
Q4 		$5.03M Buy
74,556
+30,884
+71% +$2.08M 0.24% 97
2022
Q3 		$2.71M Buy
43,672
+2,819
+7% +$194K 0.14% 155
2022
Q2 		$2.64M Sell
40,853
-13,218
-24% -$941K 0.13% 167
2022
Q1 		$4.22M Buy
54,071
+467
+0.9% +$35.9K 0.18% 122
2021
Q4 		$4.45M Sell
53,604
-1,785
-3% -$147K 0.18% 125
2021
Q3 		$4.33M Sell
55,389
-1,144
-2% -$91.6K 0.19% 122
2021
Q2 		$4.48M Sell
56,533
-9,981
-15% -$774K 0.19% 118
2021
Q1 		$4.92M Buy
66,514
+643
+1% +$46.5K 0.23% 103
2020
Q4 		$4.52M Buy
65,871
+2,464
+4% +$157K 0.23% 99
2020
Q3 		$3.64M Sell
63,407
-2,603
-4% -$148K 0.2% 115
2020
Q2 		$3.54M Sell
66,010
-13,751
-17% -$689K 0.21% 106
2020
Q1 		$3.44M Buy
79,761
+7,237
+10% +$398K 0.25% 94
2019
Q4 		$4.32M Buy
+72,524
New +$4.16M 0.26% 89

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Private Client Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.7% in Q2 2026, buying an estimated $751K and bringing the position to 89,220 shares worth $9.84M. The position accounts for 0.18% of the portfolio, ranked #80.

TD Private Client Wealth first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,590 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • TD Private Client Wealth held 89,220 shares of iShares Russell Mid-Cap ETF worth $9.84M as of Q2 2026.
  • TD Private Client Wealth bought 7,143 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $751K.
  • iShares Russell Mid-Cap ETF made up 0.18% of TD Private Client Wealth's portfolio in Q2 2026, its #80 holding.
  • TD Private Client Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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