TPCW
TD Private Client Wealth’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 | $21.9M | Buy |
112,827
+3,565
| +3% | +$692K | 0.54% | 38 |
|
|
2025
Q1 | $20.6M | Sell |
109,262
-38,673
| -26% | -$7.28M | 0.57% | 35 |
|
|
2024
Q4 | $27.4M | Buy |
147,935
+38,686
| +35% | +$7.16M | 0.77% | 30 |
|
|
2024
Q3 | $20.7M | Sell |
109,249
-9,965
| -8% | -$1.89M | 0.6% | 34 |
|
|
2024
Q2 | $20.8M | Sell |
119,214
-5,387
| -4% | -$940K | 0.65% | 31 |
|
|
2024
Q1 | $22.3M | Sell |
124,601
-29,692
| -19% | -$5.32M | 0.73% | 29 |
|
|
2023
Q4 | $25.5M | Buy |
154,293
+34,432
| +29% | +$5.69M | 0.92% | 25 |
|
|
2023
Q3 | $18.2M | Sell |
119,861
-85
| -0.1% | -$12.9K | 0.79% | 26 |
|
|
2023
Q2 | $18.9M | Sell |
119,946
-3,708
| -3% | -$585K | 0.82% | 24 |
|
|
2023
Q1 | $18.8M | Sell |
123,654
-76,943
| -38% | -$11.7M | 0.84% | 24 |
|
|
2022
Q4 | $30.4M | Buy |
200,597
+64,412
| +47% | +$9.77M | 1.44% | 9 |
|
|
2022
Q3 | $18.5M | Buy |
136,185
+6,245
| +5% | +$849K | 0.95% | 17 |
|
|
2022
Q2 | $18.8M | Sell |
129,940
-1,450
| -1% | -$210K | 0.92% | 19 |
|
|
2022
Q1 | $21.8M | Sell |
131,390
-19,906
| -13% | -$3.3M | 0.93% | 17 |
|
|
2021
Q4 | $25.4M | Buy |
151,296
+53,811
| +55% | +$9.04M | 1.06% | 17 |
|
|
2021
Q3 | $15.3M | Buy |
97,485
+20,612
| +27% | +$3.23M | 0.65% | 27 |
|
|
2021
Q2 | $12.2M | Buy |
76,873
+5,049
| +7% | +$801K | 0.52% | 36 |
|
|
2021
Q1 | $10.9M | Sell |
71,824
-37,140
| -34% | -$5.63M | 0.51% | 37 |
|
|
2020
Q4 | $14.9M | Buy |
108,964
+62,362
| +134% | +$8.53M | 0.76% | 22 |
|
|
2020
Q3 | $5.51M | Buy |
46,602
+22,969
| +97% | +$2.71M | 0.31% | 73 |
|
|
2020
Q2 | $2.66M | Sell |
23,633
-3,326
| -12% | -$375K | 0.16% | 144 |
|
|
2020
Q1 | $2.67M | Sell |
26,959
-56,747
| -68% | -$5.63M | 0.19% | 113 |
|
|
2019
Q4 | $11.4M | Buy |
+83,706
| New | +$11.4M | 0.68% | 30 |
|