TD Waterhouse Canada’s iShares S&P 500 Value ETF IVE Stock Holding History

TD Waterhouse Canada’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.5M	Buy	142,664 +6,796	+5%	+$1.52M	0.09%	156
2026 Q1	$28.6M	Sell	135,868 -29,654	-18%	-$6.42M	0.09%	155
2025 Q4	$35.1M	Buy	165,522 +8,408	+5%	+$1.76M	0.22%	90
2025 Q3	$32.6M	Buy	157,114 +12,265	+8%	+$2.46M	0.21%	98
2025 Q2	$28.5M	Buy	144,849 +17,442	+14%	+$3.25M	0.2%	96
2025 Q1	$24.2M	Sell	127,407 -7,476	-6%	-$1.45M	0.2%	105
2024 Q4	$25.7M	Buy	134,883 +1,688	+1%	+$335K	0.21%	94
2024 Q3	$26.1M	Buy	133,195 +2,234	+2%	+$424K	0.21%	96
2024 Q2	$23.8M	Sell	130,961 -2,159	-2%	-$393K	0.21%	93
2024 Q1	$31.4M	Sell	133,120 -20,050	-13%	-$3.56M	0.24%	84
2023 Q4	$33.6M	Buy	153,170 +1,106	+0.7%	+$178K	0.31%	61
2023 Q3	$29.9M	Sell	152,064 -12,256	-7%	-$1.98M	0.31%	61
2023 Q2	$33.2M	Buy	164,320 +3,163	+2%	+$487K	0.33%	57
2023 Q1	$28.8M	Sell	161,157 -4,997	-3%	-$755K	0.3%	63
2022 Q4	$29.1M	Sell	166,154 -11,473	-6%	-$1.64M	0.32%	57
2022 Q3	$27.9M	Buy	177,627 +6,519	+4%	+$924K	0.32%	56
2022 Q2	$27.1M	Buy	171,108 +4,377	+3%	+$646K	0.31%	67
2022 Q1	$28.9M	Sell	166,731 -26,892	-14%	-$4.14M	0.28%	69
2021 Q4	$36.8M	Buy	+193,623	New	+$29.4M	0.36%	56

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

TD Waterhouse Canada's IVE Position: Q2 2026 in Review

TD Waterhouse Canada increased its iShares S&P 500 Value ETF (IVE) stake by 5% in Q2 2026, buying an estimated $1.52M and bringing the position to 142,664 shares worth $32.5M. The position accounts for 0.09% of the portfolio, ranked #156.

TD Waterhouse Canada first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. The position peaked at $36.8M in Q4 2021. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

TD Waterhouse Canada held 142,664 shares of iShares S&P 500 Value ETF worth $32.5M as of Q2 2026.
TD Waterhouse Canada bought 6,796 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.52M.
iShares S&P 500 Value ETF made up 0.09% of TD Waterhouse Canada's portfolio in Q2 2026, its #156 holding.
TD Waterhouse Canada first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
TD Waterhouse Canada's iShares S&P 500 Value ETF position peaked at $36.8M in Q4 2021.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.