TD PRIVATE CLIENT WEALTH LLC IWM — ISHARES TR RUSSELL 2000 ETF

Ownership history in TD PRIVATE CLIENT WEALTH LLC  ·  8 quarters on record

AI Ownership Summary

TD PRIVATE CLIENT WEALTH LLC reported ISHARES TR RUSSELL 2000 ETF (IWM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.94% in 2024 Q2. The latest visible filing shows IWM at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD PRIVATE CLIENT WEALTH LLC's position in ISHARES TR RUSSELL 2000 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
2026 Q1

IWM was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

IWM stock page TD PRIVATE CLIENT WEALTH LLC fund profile TD PRIVATE CLIENT WEALTH LLC full holdings
How TD PRIVATE CLIENT WEALTH LLC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 96,944 +28,293 +41.2% 0.50% $24.0M 2026-04-27 $277.14
2025 Q4 ADDED — — — 68,651 +8,617 +14.4% 0.36% $16.9M 2026-02-05 $255.38
2025 Q3 ADDED — — — 60,034 +18,846 +45.8% 0.33% $14.5M 2025-10-27 $249.02
2025 Q2 REDUCED 27.8% +12.3% ❌ 41,188 -15,840 -27.8% 0.22% $8.9M 2025-07-15 $217.09
2025 Q1 REDUCED 6.3% +8.5% ❌ 57,028 -3,822 -6.3% 0.31% $11.4M 2025-04-29 $194.00
2024 Q4 ADDED — — — 60,850 +1,500 +2.5% 0.38% $13.4M 2025-02-11 $222.79
2024 Q3 REDUCED 37.6% +0.2% ❌ 59,350 -35,709 -37.6% 0.38% $13.1M 2024-11-18 $225.31
2024 Q2 INITIATED — — — 95,059 — — 0.94% $15.7M 2024-08-16 $208.53

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 20.38% AIGH Capital Management LLC 3Y 20.29% Appian Way Asset Management LP 3Y 14.31% Brewster Financial Planning LLC 3Y 12.24% Guardian Wealth Advisors, LLC 3Y 10.85% William Howard & Co Financial Advisors Inc 10.3% Finley Financial, LLC 10.25% Baron Financial Group, LLC 3Y 9.79% Vavra Capital Management, LLC 9.37% MIRAE ASSET SECURITIES (USA) INC. 9.25%

FAQ About TD PRIVATE CLIENT WEALTH LLC and IWM

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

How long has TD PRIVATE CLIENT WEALTH LLC reported owning IWM?

TD PRIVATE CLIENT WEALTH LLC reported IWM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IWM position in TD PRIVATE CLIENT WEALTH LLC's portfolio?

The largest reported portfolio weight for IWM was 0.94% in 2024 Q2.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when TD PRIVATE CLIENT WEALTH LLC reported 96,944 shares, equal to 0.50% of portfolio, with an estimated market value of $24.0M.

What does the chart on this IWM ownership page compare?

The chart compares TD PRIVATE CLIENT WEALTH LLC's quarterly IWM 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 TD PRIVATE CLIENT WEALTH LLC time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, TD PRIVATE CLIENT WEALTH LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on IWM relative to SPY over the holding period was +0.5%.

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