TD Waterhouse Canada’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$148K	Sell	690 -265	-28%	-$58K	﹤0.01%	1103
2025 Q4	$201K	Buy	955 +265	+38%	+$54.7K	﹤0.01%	889
2025 Q3	$141K	Hold	690	–	–	﹤0.01%	953
2025 Q2	$135K	Sell	690 -121	-15%	-$22.4K	﹤0.01%	905
2025 Q1	$152K	Buy	811 +91	+13%	+$17.3K	﹤0.01%	845
2024 Q4	$133K	Hold	720	–	–	﹤0.01%	877
2024 Q3	$136K	Buy	720 +660	+1,100%	+$120K	﹤0.01%	836
2024 Q2	$10.5K	Sell	60 -180	-75%	-$31.5K	﹤0.01%	1351
2024 Q1	$46.3K	Hold	240	–	–	﹤0.01%	1070
2023 Q4	$42.7K	Sell	240 -75	-24%	-$11.6K	﹤0.01%	978
2023 Q3	$50.6K	Hold	315	–	–	﹤0.01%	912
2023 Q2	$53K	Hold	315	–	–	﹤0.01%	914
2023 Q1	$51.4K	Sell	315 -360	-53%	-$55.6K	﹤0.01%	901
2022 Q4	$117K	Hold	675	–	–	﹤0.01%	729
2022 Q3	$108K	Hold	675	–	–	﹤0.01%	757
2022 Q2	$111K	Sell	675 -13	-2%	-$2.03K	﹤0.01%	781
2022 Q1	$126K	Sell	688 -102	-13%	-$16.8K	﹤0.01%	809
2021 Q4	$152K	Buy	+790	New	+$129K	﹤0.01%	801

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TD Waterhouse Canada reduced its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q1 2026, selling an estimated $58K and leaving 690 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

TD Waterhouse Canada first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $201K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

TD Waterhouse Canada held 690 shares of iShares Russell 1000 Value ETF worth $148K as of Q1 2026.
TD Waterhouse Canada sold 265 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $58K.
iShares Russell 1000 Value ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1103 holding.
TD Waterhouse Canada first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
TD Waterhouse Canada's iShares Russell 1000 Value ETF position peaked at $201K in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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