TD Waterhouse Canada’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.83M	Sell	30,804 -1,445	-4%	-$302K	0.02%	345
2026 Q1	$6.13M	Sell	32,249 -22,618	-41%	-$4.38M	0.02%	347
2025 Q4	$9.94M	Sell	54,867 -3,159	-5%	-$567K	0.06%	196
2025 Q3	$10.3M	Buy	58,026 +4,444	+8%	+$750K	0.07%	184
2025 Q2	$8.62M	Buy	53,582 +7,438	+16%	+$1.11M	0.06%	204
2025 Q1	$6.95M	Sell	46,144 -7,149	-13%	-$1.15M	0.06%	217
2024 Q4	$8.75M	Buy	53,293 +703	+1%	+$120K	0.07%	203
2024 Q3	$8.62M	Buy	52,590 +5	+0%	+$812	0.07%	198
2024 Q2	$7.96M	Buy	52,585 +70	+0.1%	+$10.7K	0.07%	198
2024 Q1	$10.1M	Buy	52,515 +4,842	+10%	+$733K	0.08%	184
2023 Q4	$8.93M	Buy	47,673 +472	+1%	+$65.4K	0.08%	162
2023 Q3	$7.95M	Sell	47,201 -72	-0.2%	-$10.3K	0.08%	162
2023 Q2	$8.24M	Buy	47,273 +834	+2%	+$113K	0.08%	159
2023 Q1	$7.89M	Buy	46,439 +86	+0.2%	+$12.5K	0.08%	155
2022 Q4	$8.03M	Sell	46,353 -4,902	-10%	-$692K	0.09%	157
2022 Q3	$8.44M	Buy	51,255 +1,261	+3%	+$182K	0.1%	145
2022 Q2	$8.25M	Buy	49,994 +1,185	+2%	+$176K	0.09%	146
2022 Q1	$9.27M	Buy	48,809 +10,316	+27%	+$1.64M	0.09%	144
2021 Q4	$7.7M	Buy	+38,493	New	+$6.41M	0.07%	169

Other funds holding IWN

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

TD Waterhouse Canada reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.5% in Q2 2026, selling an estimated $302K and leaving 30,804 shares worth $6.83M. The position accounts for 0.02% of the portfolio, ranked #345.

TD Waterhouse Canada first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q3 2025. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

TD Waterhouse Canada held 30,804 shares of iShares Russell 2000 Value ETF worth $6.83M as of Q2 2026.
TD Waterhouse Canada sold 1,445 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $302K.
iShares Russell 2000 Value ETF made up 0.02% of TD Waterhouse Canada's portfolio in Q2 2026, its #345 holding.
TD Waterhouse Canada first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
TD Waterhouse Canada's iShares Russell 2000 Value ETF position peaked at $10.3M in Q3 2025.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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