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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Waterhouse Canada's IVE Position: Q1 2026 in Review

TD Waterhouse Canada reduced its iShares S&P 500 Value ETF (IVE) stake by 18% in Q1 2026, selling an estimated $6.42M and leaving 135,868 shares worth $28.6M. The position accounts for 0.09% of the portfolio, ranked #155.

TD Waterhouse Canada first reported a position in IVE in Q4 2021 and has held it in 18 quarters since. The position peaked at $36.8M in Q4 2021. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • TD Waterhouse Canada held 135,868 shares of iShares S&P 500 Value ETF worth $28.6M as of Q1 2026.
  • TD Waterhouse Canada sold 29,654 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $6.42M.
  • iShares S&P 500 Value ETF made up 0.09% of TD Waterhouse Canada's portfolio in Q1 2026, its #155 holding.
  • TD Waterhouse Canada first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • TD Waterhouse Canada's iShares S&P 500 Value ETF position peaked at $36.8M in Q4 2021.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.