TPCW
TD Private Client Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Buy |
276,164
+18,555
| +7% | +$2.04M | 0.75% | 29 |
|
|
2025
Q1 | $23.9M | Sell |
257,609
-64,020
| -20% | -$5.94M | 0.66% | 30 |
|
|
2024
Q4 | $32.7M | Sell |
321,629
-11,815
| -4% | -$1.2M | 0.91% | 24 |
|
|
2024
Q3 | $31.9M | Buy |
333,444
+18,788
| +6% | +$1.8M | 0.92% | 24 |
|
|
2024
Q2 | $29.1M | Sell |
314,656
-28,309
| -8% | -$2.62M | 0.92% | 26 |
|
|
2024
Q1 | $29M | Sell |
342,965
-23,103
| -6% | -$1.95M | 0.95% | 22 |
|
|
2023
Q4 | $27.5M | Sell |
366,068
-7,361
| -2% | -$553K | 0.99% | 19 |
|
|
2023
Q3 | $25.6M | Sell |
373,429
-13,476
| -3% | -$922K | 1.11% | 14 |
|
|
2023
Q2 | $27.3M | Sell |
386,905
-27,642
| -7% | -$1.95M | 1.18% | 11 |
|
|
2023
Q1 | $26.5M | Buy |
414,547
+20,279
| +5% | +$1.3M | 1.19% | 11 |
|
|
2022
Q4 | $23.1M | Sell |
394,268
-104,191
| -21% | -$6.1M | 1.09% | 14 |
|
|
2022
Q3 | $28.8M | Buy |
498,459
+7,454
| +2% | +$431K | 1.47% | 9 |
|
|
2022
Q2 | $29.6M | Sell |
491,005
-133,745
| -21% | -$8.07M | 1.44% | 10 |
|
|
2022
Q1 | $47.7M | Buy |
624,750
+34,918
| +6% | +$2.67M | 2.03% | 7 |
|
|
2021
Q4 | $49.4M | Sell |
589,832
-14,503
| -2% | -$1.21M | 2.05% | 6 |
|
|
2021
Q3 | $44.7M | Sell |
604,335
-21,742
| -3% | -$1.61M | 1.91% | 6 |
|
|
2021
Q2 | $45.5M | Buy |
626,077
+35,547
| +6% | +$2.59M | 1.94% | 6 |
|
|
2021
Q1 | $38.4M | Sell |
590,530
-1,833
| -0.3% | -$119K | 1.8% | 6 |
|
|
2020
Q4 | $37.8M | Buy |
592,363
+459,247
| +345% | +$29.3M | 1.92% | 5 |
|
|
2020
Q3 | $30.8M | Sell |
133,116
-9,897
| -7% | -$2.29M | 1.72% | 5 |
|
|
2020
Q2 | $29.7M | Sell |
143,013
-8,211
| -5% | -$1.7M | 1.73% | 5 |
|
|
2020
Q1 | $25M | Sell |
151,224
-5,052
| -3% | -$834K | 1.79% | 5 |
|
|
2019
Q4 | $30.3M | Buy |
+156,276
| New | +$30.3M | 1.81% | 6 |
|