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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Buy	10,938 +612	+6%	+$90.8K	0.03%	285
2025 Q4	$1.46M	Buy	10,326 +1,062	+11%	+$148K	0.03%	297
2025 Q3	$1.29M	Sell	9,264 -54	-0.6%	-$7.38K	0.03%	316
2025 Q2	$1.23M	Sell	9,318 -834	-8%	-$105K	0.03%	324
2025 Q1	$1.28M	Sell	10,152 -1,126	-10%	-$147K	0.04%	297
2024 Q4	$1.46M	Sell	11,278 -1,652	-13%	-$221K	0.04%	285
2024 Q3	$1.71M	Sell	12,930 -569	-4%	-$71.9K	0.05%	270
2024 Q2	$1.63M	Sell	13,499 -1,181	-8%	-$144K	0.05%	268
2024 Q1	$1.84M	Buy	14,680 +323	+2%	+$38K	0.06%	252
2023 Q4	$1.67M	Sell	14,357 -2,923	-17%	-$311K	0.06%	252
2023 Q3	$1.8M	Sell	17,280 -984	-5%	-$108K	0.08%	219
2023 Q2	$2.01M	Sell	18,264 -1,553	-8%	-$164K	0.09%	225
2023 Q1	$2.1M	Sell	19,817 -582	-3%	-$63.5K	0.09%	215
2022 Q4	$2.15M	Sell	20,399 -1,420	-7%	-$149K	0.1%	202
2022 Q3	$2.1M	Buy	21,819 +9,031	+71%	+$965K	0.11%	198
2022 Q2	$1.3M	Sell	12,788 -9,196	-42%	-$1.03M	0.06%	278
2022 Q1	$2.63M	Sell	21,984 -565	-3%	-$66.5K	0.11%	187
2021 Q4	$2.76M	Buy	22,549 +242	+1%	+$28.9K	0.11%	179
2021 Q3	$2.53M	Buy	22,307 +2,542	+13%	+$294K	0.11%	188
2021 Q2	$2.27M	Buy	19,765 +765	+4%	+$87.7K	0.1%	216
2021 Q1	$2.08M	Sell	19,000 -1,779	-9%	-$185K	0.1%	220
2020 Q4	$2.01M	Sell	20,779 -12,752	-38%	-$1.15M	0.1%	210
2020 Q3	$2.71M	Sell	33,531 -323	-1%	-$26.1K	0.15%	147
2020 Q2	$2.59M	Buy	33,854 +1,504	+5%	+$109K	0.15%	150
2020 Q1	$2.07M	Buy	32,350 +3,953	+14%	+$338K	0.15%	144
2019 Q4	$2.69M	Buy	+28,397	New	+$2.59M	0.16%	146

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

TD Private Client Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.9% in Q1 2026, buying an estimated $90.8K and bringing the position to 10,938 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #285.

TD Private Client Wealth first reported a position in IWS in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.76M in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

TD Private Client Wealth held 10,938 shares of iShares Russell Mid-Cap Value ETF worth $1.59M as of Q1 2026.
TD Private Client Wealth bought 612 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $90.8K.
iShares Russell Mid-Cap Value ETF made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #285 holding.
TD Private Client Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's iShares Russell Mid-Cap Value ETF position peaked at $2.76M in Q4 2021.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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