TPCW
TD Private Client Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
35,477
-1,195
| -3% | -$406K | 0.3% | 55 |
|
|
2025
Q1 | $11.2M | Buy |
36,672
+2,577
| +8% | +$790K | 0.31% | 56 |
|
|
2024
Q4 | $11M | Buy |
34,095
+5,614
| +20% | +$1.81M | 0.31% | 56 |
|
|
2024
Q3 | $8.95M | Buy |
28,481
+2,968
| +12% | +$933K | 0.26% | 67 |
|
|
2024
Q2 | $7.59M | Sell |
25,513
-1,363
| -5% | -$406K | 0.24% | 68 |
|
|
2024
Q1 | $7.74M | Sell |
26,876
-8,703
| -24% | -$2.51M | 0.25% | 68 |
|
|
2023
Q4 | $9.33M | Buy |
35,579
+10,494
| +42% | +$2.75M | 0.34% | 53 |
|
|
2023
Q3 | $5.89M | Sell |
25,085
-1,536
| -6% | -$361K | 0.26% | 75 |
|
|
2023
Q2 | $6.49M | Sell |
26,621
-3,918
| -13% | -$955K | 0.28% | 71 |
|
|
2023
Q1 | $6.88M | Sell |
30,539
-69,292
| -69% | -$15.6M | 0.31% | 64 |
|
|
2022
Q4 | $21M | Buy |
99,831
+77,230
| +342% | +$16.3M | 0.99% | 17 |
|
|
2022
Q3 | $4.46M | Buy |
22,601
+1,304
| +6% | +$257K | 0.23% | 99 |
|
|
2022
Q2 | $4.42M | Sell |
21,297
-448
| -2% | -$93.1K | 0.22% | 110 |
|
|
2022
Q1 | $5.44M | Sell |
21,745
-2,685
| -11% | -$671K | 0.23% | 99 |
|
|
2021
Q4 | $6.46M | Buy |
24,430
+10,089
| +70% | +$2.67M | 0.27% | 77 |
|
|
2021
Q3 | $3.47M | Sell |
14,341
-387
| -3% | -$93.5K | 0.15% | 150 |
|
|
2021
Q2 | $3.57M | Buy |
14,728
+635
| +5% | +$154K | 0.15% | 151 |
|
|
2021
Q1 | $3.15M | Sell |
14,093
-6,583
| -32% | -$1.47M | 0.15% | 159 |
|
|
2020
Q4 | $4.38M | Buy |
20,676
+6,740
| +48% | +$1.43M | 0.22% | 102 |
|
|
2020
Q3 | $2.61M | Sell |
13,936
-1,270
| -8% | -$238K | 0.15% | 155 |
|
|
2020
Q2 | $2.61M | Buy |
15,206
+1,709
| +13% | +$293K | 0.15% | 149 |
|
|
2020
Q1 | $1.91M | Sell |
13,497
-12,646
| -48% | -$1.79M | 0.14% | 152 |
|
|
2019
Q4 | $4.66M | Buy |
+26,143
| New | +$4.66M | 0.28% | 82 |
|