TD Waterhouse Canada’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-378	Closed	-$96.3K	–	1761
2023 Q2	$96.3K	Hold	378	–	–	﹤0.01%	798
2023 Q1	$89.3K	Hold	378	–	–	﹤0.01%	788
2022 Q4	$83K	Hold	378	–	–	﹤0.01%	796
2022 Q3	$80.2K	Hold	378	–	–	﹤0.01%	814
2022 Q2	$83.2K	Hold	378	–	–	﹤0.01%	838
2022 Q1	$99.5K	Buy	+378	New	+$97.9K	﹤0.01%	844

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

TD Waterhouse Canada's IWV Position: Q3 2023 in Review

TD Waterhouse Canada sold out of iShares Russell 3000 ETF (IWV) in Q3 2023, closing a stake of 378 shares — an estimated $96.3K sold.

TD Waterhouse Canada first reported a position in IWV in Q1 2022 and held it in 6 quarters. The position peaked at $99.5K in Q1 2022. 682 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

TD Waterhouse Canada reported no remaining iShares Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
TD Waterhouse Canada sold 378 iShares Russell 3000 ETF shares in Q3 2023, an estimated $96.3K.
TD Waterhouse Canada first reported a position in iShares Russell 3000 ETF in Q1 2022 and held it in 6 quarters.
TD Waterhouse Canada's iShares Russell 3000 ETF position peaked at $99.5K in Q1 2022.
682 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on TD Waterhouse Canada's 13F filing for Q3 2023, filed 13 Nov 2023.