RBC Private Counsel (USA) Inc. IWD — iShares Russell 1000 Value Ind ETF

Ownership history in RBC Private Counsel (USA) Inc.  ·  16 quarters on record

AI Ownership Summary

RBC Private Counsel (USA) Inc. reported iShares Russell 1000 Value Ind ETF (IWD) in 16 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RBC Private Counsel (USA) Inc.'s position in iShares Russell 1000 Value Ind ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
16 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWD stock page RBC Private Counsel (USA) Inc. fund profile RBC Private Counsel (USA) Inc. full holdings
How RBC Private Counsel (USA) Inc. held IWD — position size vs. price
% of Fund (quarterly)    IWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWD

As of 2026 Q2 — sorted by position size

LWM ADVISORS INC 23.05% Cedar Mountain Advisors, LLC 3Y 16.5% Stairway Partners, LLC 3Y 7Y 15.21% Ryan Investment Management, Inc. 13.21% Marquette Asset Management, LLC 3Y 7Y 12.38% SMI Advisory Services, LLC 3Y 10.25% FMA Wealth Management, LLC 7.35% Ballast, Inc. 3Y 7Y 3.39% American State Bank (Iowa) 3.37% Finley Financial, LLC 3.25%

FAQ About RBC Private Counsel (USA) Inc. and IWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has RBC Private Counsel (USA) Inc. reported owning IWD?

RBC Private Counsel (USA) Inc. reported IWD across 0 quarterly 13F filings.

What was the largest reported IWD position in RBC Private Counsel (USA) Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for IWD in RBC Private Counsel (USA) Inc..

What is the latest reported IWD position on this page?

The most recent filing on this page is 2009 Q3, when RBC Private Counsel (USA) Inc. reported 8 shares, equal to 0.62% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IWD ownership page compare?

The chart compares RBC Private Counsel (USA) Inc.'s quarterly IWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RBC Private Counsel (USA) Inc. time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, RBC Private Counsel (USA) Inc. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on IWD relative to SPY over the holding period was +31.9%.

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