TPCW
TD Private Client Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Buy |
55,474
+5,902
| +12% | +$888K | 0.21% | 76 |
|
|
2025
Q1 | $6.3M | Buy |
49,572
+9,424
| +23% | +$1.2M | 0.17% | 92 |
|
|
2024
Q4 | $5.59M | Buy |
40,148
+1,256
| +3% | +$175K | 0.16% | 98 |
|
|
2024
Q3 | $5.13M | Buy |
38,892
+133
| +0.3% | +$17.5K | 0.15% | 106 |
|
|
2024
Q2 | $4.94M | Buy |
38,759
+5,917
| +18% | +$754K | 0.16% | 100 |
|
|
2024
Q1 | $3.85M | Buy |
32,842
+4,570
| +16% | +$536K | 0.13% | 131 |
|
|
2023
Q4 | $2.94M | Sell |
28,272
-2,077
| -7% | -$216K | 0.11% | 159 |
|
|
2023
Q3 | $2.88M | Buy |
30,349
+2,319
| +8% | +$220K | 0.12% | 155 |
|
|
2023
Q2 | $2.74M | Buy |
28,030
+2,647
| +10% | +$258K | 0.12% | 174 |
|
|
2023
Q1 | $2.25M | Sell |
25,383
-279
| -1% | -$24.8K | 0.1% | 203 |
|
|
2022
Q4 | $2.09M | Buy |
25,662
+3,848
| +18% | +$314K | 0.1% | 207 |
|
|
2022
Q3 | $1.75M | Buy |
21,814
+673
| +3% | +$54K | 0.09% | 228 |
|
|
2022
Q2 | $1.77M | Buy |
21,141
+2,413
| +13% | +$202K | 0.09% | 226 |
|
|
2022
Q1 | $1.98M | Buy |
18,728
+3,783
| +25% | +$400K | 0.08% | 237 |
|
|
2021
Q4 | $1.73M | Sell |
14,945
-1,506
| -9% | -$174K | 0.07% | 263 |
|
|
2021
Q3 | $1.68M | Sell |
16,451
-591
| -3% | -$60.5K | 0.07% | 262 |
|
|
2021
Q2 | $1.72M | Buy |
17,042
+928
| +6% | +$93.7K | 0.07% | 260 |
|
|
2021
Q1 | $1.46M | Sell |
16,114
-1,275
| -7% | -$116K | 0.07% | 276 |
|
|
2020
Q4 | $1.54M | Sell |
17,389
-1,656
| -9% | -$147K | 0.08% | 251 |
|
|
2020
Q3 | $1.52M | Sell |
19,045
-1,070
| -5% | -$85.6K | 0.09% | 232 |
|
|
2020
Q2 | $1.45M | Buy |
20,115
+63
| +0.3% | +$4.53K | 0.08% | 228 |
|
|
2020
Q1 | $1.14M | Sell |
20,052
-1,158
| -5% | -$66.1K | 0.08% | 207 |
|
|
2019
Q4 | $1.43M | Buy |
+21,210
| New | +$1.43M | 0.09% | 217 |
|