TD Waterhouse Canada’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-390	Closed	-$50.4K	–	2013
2024 Q4	$50.4K	Buy	+390	New	+$52.2K	﹤0.01%	1080
2022 Q4	–	Sell	-136	Closed	-$18.3K	–	1751
2022 Q3	$18.3K	Sell	136 -164	-55%	-$17.5K	﹤0.01%	1126
2022 Q2	$39.9K	Buy	+300	New	+$33.5K	﹤0.01%	963

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TD Waterhouse Canada's IWS Position: Q1 2025 in Review

TD Waterhouse Canada sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025, closing a stake of 390 shares — an estimated $50.4K sold.

TD Waterhouse Canada first reported a position in IWS in Q2 2022 and held it in 3 quarters. The position peaked at $50.4K in Q4 2024. 923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

TD Waterhouse Canada reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
TD Waterhouse Canada sold 390 iShares Russell Mid-Cap Value ETF shares in Q1 2025, an estimated $50.4K.
TD Waterhouse Canada first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and held it in 3 quarters.
TD Waterhouse Canada's iShares Russell Mid-Cap Value ETF position peaked at $50.4K in Q4 2024.
923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

Based on TD Waterhouse Canada's 13F filing for Q1 2025, filed 9 May 2025.