TORONTO DOMINION BANK IWM 2000 RUSSELL 2000

Ownership history in TORONTO DOMINION BANK  ·  79 quarters on record

AI Ownership Summary

TORONTO DOMINION BANK reported 2000 RUSSELL 2000 (IWM) in 79 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.1% in 2026 Q1. The latest visible filing shows IWM at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TORONTO DOMINION BANK's position in 2000 RUSSELL 2000, 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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.1% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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.

How TORONTO DOMINION BANK 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 16 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 112,497 -8,639,803 -98.7% 0.04% $27.8M 2026-05-15 $276.94
2026 Q1 ADDED 8,752,300 +6,828,200 +354.9% 3.10% $2.16B 2026-05-15 $276.94
2026 Q1 ADDED 1,924,100 +1,739,477 +942.2% 0.68% $475.8M 2026-05-15 $276.94
2025 Q4 ADDED 184,623 +100,346 +119.1% 0.07% $45.3M 2026-02-17 $261.95
2025 Q3 REDUCED 18.7% +3.6% 84,277 -19,327 -18.7% 0.03% $20.4M 2025-11-14 $235.71
2025 Q2 REDUCED 98.6% +12.3% 103,604 -7,366,396 -98.6% 0.04% $22.3M 2025-08-14 $225.89
2025 Q2 ADDED 7,470,000 +5,600,200 +299.5% 2.66% $1.61B 2025-08-14 $225.89
2025 Q2 ADDED 1,869,800 +1,741,411 +1356.4% 0.67% $402.0M 2025-08-14 $225.89
2025 Q1 REDUCED 97.9% +8.5% 128,389 -5,971,511 -97.9% 0.05% $25.6M 2025-05-15 $205.42
2025 Q1 ADDED 6,099,900 +4,395,300 +257.8% 2.38% $1.21B 2025-05-15 $205.42
2025 Q1 REDUCED 74.6% +8.5% 1,704,600 -5,004,245 -74.6% 0.67% $339.5M 2025-05-15 $205.42
2024 Q4 REDUCED 6,708,845 -20,741 -0.3% 2.34% $1.48B 2025-02-14 $222.53
2024 Q3 ADDED 6,729,586 +243,160 +3.7% 2.63% $1.49B 2024-11-14 $227.73
2024 Q2 ADDED 6,486,426 +3,195,573 +97.1% 2.11% $1.32B 2024-08-14 $202.24
2024 Q1 REDUCED 56.2% -4.1% 3,290,853 -4,223,151 -56.2% 1.08% $692.1M 2024-05-14 $201.85
2023 Q4 REDUCED 7,514,004 -98,369 -1.3% 2.19% $1.51B 2024-02-13 $189.42
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TORONTO DOMINION BANK and IWM

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

How long has TORONTO DOMINION BANK reported owning IWM?

TORONTO DOMINION BANK reported IWM across 16 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWM position in TORONTO DOMINION BANK's portfolio?

The largest reported portfolio weight for IWM was 3.10% in 2026 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when TORONTO DOMINION BANK reported 112,497 shares, equal to 0.04% of portfolio, with an estimated market value of $27.8M.

What does the chart on this IWM ownership page compare?

The chart compares TORONTO DOMINION BANK'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 TORONTO DOMINION BANK time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, TORONTO DOMINION BANK correctly timed 37 out of 70 reported position changes (53%). The annualised alpha on IWM relative to SPY over the holding period was -2.5%.

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