TCM

TD Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$88.2K	Hold	454	–	–	0.01%	177
2025 Q1	$85.4K	Hold	454	–	–	0.01%	164
2024 Q4	$84K	Hold	454	–	–	0.01%	163
2024 Q3	$86.2K	Hold	454	–	–	0.01%	158
2024 Q2	$79.2K	Hold	454	–	–	0.01%	155
2024 Q1	$81.3K	Hold	454	–	–	0.01%	155
2023 Q4	$75K	Hold	454	–	–	0.01%	153
2023 Q3	$68.9K	Hold	454	–	–	0.01%	151
2023 Q2	$71.7K	Hold	454	–	–	0.01%	150
2023 Q1	$69.1K	Hold	454	–	–	0.01%	151
2022 Q4	$68.8K	Hold	454	–	–	0.01%	143
2022 Q3	$62K	Buy	+454	New	+$62K	0.01%	143
2022 Q1	–	Sell	-454	Closed	-$76K	–	226
2021 Q4	$76K	Hold	454	–	–	0.01%	143
2021 Q3	$71K	Hold	454	–	–	0.01%	138
2021 Q2	$72K	Hold	454	–	–	0.01%	130
2021 Q1	$69K	Hold	454	–	–	0.01%	123
2020 Q4	$62K	Hold	454	–	–	0.01%	114
2020 Q3	$54K	Hold	454	–	–	0.01%	107
2020 Q2	$51K	Hold	454	–	–	0.01%	107
2020 Q1	$45K	Hold	454	–	–	0.01%	105
2019 Q4	$62K	Hold	454	–	–	0.01%	92
2019 Q3	$58K	Hold	454	–	–	0.01%	92
2019 Q2	$58K	Hold	454	–	–	0.01%	83
2019 Q1	$56K	Hold	454	–	–	0.01%	79
2018 Q4	$50K	Hold	454	–	–	0.01%	82
2018 Q3	$57K	Hold	454	–	–	0.01%	84
2018 Q2	$55K	Hold	454	–	–	0.02%	79
2018 Q1	$54K	Hold	454	–	–	0.02%	81
2017 Q4	$56K	Hold	454	–	–	0.02%	77
2017 Q3	$54K	Hold	454	–	–	0.02%	74
2017 Q2	$53K	Hold	454	–	–	0.02%	72
2017 Q1	$52K	Hold	454	–	–	0.02%	75
2016 Q4	$51K	Hold	454	–	–	0.02%	71
2016 Q3	$48K	Sell	454 -1,136	-71%	-$120K	0.01%	69
2016 Q2	$164K	Buy	+1,590	New	+$164K	0.05%	50