Toronto Dominion Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Toronto Dominion Bank’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-500,000	Closed	-$121M	–	1863
2023 Q2	$121M	Buy	+500,000	New	+$115M	0.18%	97
2023 Q1	–	Sell	-600,000	Closed	-$129M	–	1587
2022 Q4	$129M	Sell	600,000 -150,000	-20%	-$32.9M	0.19%	83
2022 Q3	$155M	Sell	750,000 -500,000	-40%	-$113M	0.28%	57
2022 Q2	$258M	Sell	1,250,000 -700,003	-36%	-$156M	0.48%	32
2022 Q1	$499M	Buy	1,950,003 +150,003	+8%	+$38.4M	0.75%	18
2021 Q4	$528M	Buy	+1,800,000	New	+$542M	0.71%	22
2021 Q3	–	Sell	-6	Closed	-$2K	–	1426
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	1305
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	1383
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	1285
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	1182
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	1200
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	1193
2019 Q4	$1K	Buy	+6	New	+$1.22K	﹤0.01%	1301

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Toronto Dominion Bank's IWO Position: Q3 2023 in Review

Toronto Dominion Bank sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 500,000 shares — an estimated $121M sold.

Toronto Dominion Bank first reported a position in IWO in Q4 2019 and held it in 13 quarters. The position peaked at $528M in Q4 2021. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

Toronto Dominion Bank reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Toronto Dominion Bank sold 500,000 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $121M.
Toronto Dominion Bank first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 13 quarters.
Toronto Dominion Bank's iShares Russell 2000 Growth ETF position peaked at $528M in Q4 2021.
833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Toronto Dominion Bank's 13F filing for Q3 2023, filed 14 Nov 2023.