TPCW
TD Private Client Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
159,729
-13,737
| -8% | -$1.3M | 0.37% | 47 |
|
|
2025
Q1 | $16M | Sell |
173,466
-8,861
| -5% | -$818K | 0.44% | 42 |
|
|
2024
Q4 | $16.9M | Buy |
182,327
+10,722
| +6% | +$993K | 0.47% | 42 |
|
|
2024
Q3 | $16.4M | Sell |
171,605
-32,840
| -16% | -$3.14M | 0.47% | 43 |
|
|
2024
Q2 | $18M | Buy |
204,445
+8,063
| +4% | +$711K | 0.57% | 38 |
|
|
2024
Q1 | $17.8M | Buy |
196,382
+39,147
| +25% | +$3.54M | 0.58% | 38 |
|
|
2023
Q4 | $13.3M | Buy |
157,235
+42,656
| +37% | +$3.6M | 0.48% | 42 |
|
|
2023
Q3 | $8.55M | Buy |
114,579
+13,176
| +13% | +$983K | 0.37% | 48 |
|
|
2023
Q2 | $7.94M | Buy |
101,403
+33,937
| +50% | +$2.66M | 0.34% | 53 |
|
|
2023
Q1 | $4.98M | Buy |
67,466
+20,166
| +43% | +$1.49M | 0.22% | 104 |
|
|
2022
Q4 | $3.34M | Sell |
47,300
-9,532
| -17% | -$673K | 0.16% | 138 |
|
|
2022
Q3 | $3.56M | Buy |
56,832
+3,386
| +6% | +$212K | 0.18% | 127 |
|
|
2022
Q2 | $3.57M | Sell |
53,446
-1,058
| -2% | -$70.8K | 0.17% | 128 |
|
|
2022
Q1 | $4.14M | Sell |
54,504
-3,165
| -5% | -$240K | 0.18% | 126 |
|
|
2021
Q4 | $4.4M | Sell |
57,669
-844
| -1% | -$64.4K | 0.18% | 128 |
|
|
2021
Q3 | $4.15M | Buy |
58,513
+3,038
| +5% | +$215K | 0.18% | 125 |
|
|
2021
Q2 | $3.99M | Sell |
55,475
-4,760
| -8% | -$343K | 0.17% | 139 |
|
|
2021
Q1 | $4.15M | Buy |
60,235
+12,229
| +25% | +$843K | 0.19% | 122 |
|
|
2020
Q4 | $2.99M | Buy |
48,006
+53
| +0.1% | +$3.3K | 0.15% | 147 |
|
|
2020
Q3 | $2.6M | Sell |
47,953
-5,476
| -10% | -$297K | 0.15% | 156 |
|
|
2020
Q2 | $2.79M | Sell |
53,429
-6,538
| -11% | -$341K | 0.16% | 141 |
|
|
2020
Q1 | $2.77M | Buy |
59,967
+422
| +0.7% | +$19.5K | 0.2% | 111 |
|
|
2019
Q4 | $3.75M | Buy |
+59,545
| New | +$3.75M | 0.22% | 114 |
|