TD Private Client Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$138K	Sell	323 -1,376	-81%	-$567K	﹤0.01%	725
2026 Q1	$630K	Buy	1,699 +1,346	+381%	+$521K	0.01%	445
2025 Q4	$137K	Buy	353 +345	+4,313%	+$132K	﹤0.01%	723
2025 Q3	$3.03K	Sell	8 -1,662	-100%	-$606K	﹤0.01%	1199
2025 Q2	$586K	Buy	1,670 +1,335	+399%	+$434K	0.01%	449
2025 Q1	$106K	Sell	335 -1,083	-76%	-$363K	﹤0.01%	697
2024 Q4	$474K	Buy	1,418 +1,410	+17,625%	+$475K	0.01%	454
2024 Q3	$2.61K	Buy	+8	New	+$2.52K	﹤0.01%	1159
2024 Q2	–	Sell	-706	Closed	-$212K	–	1236
2024 Q1	$212K	Buy	706 +178	+34%	+$50.8K	0.01%	577
2023 Q4	$145K	Buy	+528	New	+$135K	0.01%	623
2023 Q1	–	Sell	-51	Closed	-$11.3K	–	1255
2022 Q4	$11.3K	Buy	+51	New	+$11.3K	﹤0.01%	997
2022 Q2	–	Sell	-648	Closed	-$170K	–	1255
2022 Q1	$170K	Buy	+648	New	+$168K	0.01%	566
2021 Q2	–	Sell	-210	Closed	-$49.8K	–	1230
2021 Q1	$49.8K	Hold	210	–	–	﹤0.01%	707
2020 Q4	$46.9K	Buy	+210	New	+$44.1K	﹤0.01%	667

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TD Private Client Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 81% in Q2 2026, selling an estimated $567K and leaving 323 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

TD Private Client Wealth first reported a position in IWV in Q4 2020 and has held it in 14 quarters since. The position peaked at $630K in Q1 2026. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

TD Private Client Wealth held 323 shares of iShares Russell 3000 ETF worth $138K as of Q2 2026.
TD Private Client Wealth sold 1,376 iShares Russell 3000 ETF shares in Q2 2026, an estimated $567K.
iShares Russell 3000 ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #725 holding.
TD Private Client Wealth first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 14 quarters since.
TD Private Client Wealth's iShares Russell 3000 ETF position peaked at $630K in Q1 2026.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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