TPCW
TD Private Client Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Sell |
41,188
-15,840
| -28% | -$3.42M | 0.22% | 72 |
|
|
2025
Q1 | $11.4M | Sell |
57,028
-3,822
| -6% | -$762K | 0.31% | 55 |
|
|
2024
Q4 | $13.4M | Buy |
60,850
+1,500
| +3% | +$331K | 0.38% | 48 |
|
|
2024
Q3 | $13.1M | Sell |
59,350
-2,263
| -4% | -$500K | 0.38% | 47 |
|
|
2024
Q2 | $12.5M | Sell |
61,613
-1,505
| -2% | -$305K | 0.39% | 45 |
|
|
2024
Q1 | $13.3M | Sell |
63,118
-7,690
| -11% | -$1.62M | 0.44% | 44 |
|
|
2023
Q4 | $14.2M | Sell |
70,808
-2,667
| -4% | -$535K | 0.51% | 41 |
|
|
2023
Q3 | $13M | Sell |
73,475
-1,703
| -2% | -$301K | 0.56% | 33 |
|
|
2023
Q2 | $14.1M | Sell |
75,178
-2,876
| -4% | -$539K | 0.61% | 32 |
|
|
2023
Q1 | $13.9M | Sell |
78,054
-689
| -0.9% | -$123K | 0.62% | 30 |
|
|
2022
Q4 | $13.7M | Sell |
78,743
-2,830
| -3% | -$493K | 0.65% | 31 |
|
|
2022
Q3 | $13.5M | Sell |
81,573
-1,441
| -2% | -$238K | 0.69% | 26 |
|
|
2022
Q2 | $14.1M | Buy |
83,014
+4,683
| +6% | +$793K | 0.69% | 26 |
|
|
2022
Q1 | $16.1M | Buy |
78,331
+9,309
| +13% | +$1.91M | 0.68% | 23 |
|
|
2021
Q4 | $15.4M | Sell |
69,022
-40,751
| -37% | -$9.07M | 0.64% | 25 |
|
|
2021
Q3 | $24M | Sell |
109,773
-2,530
| -2% | -$553K | 1.03% | 15 |
|
|
2021
Q2 | $25.8M | Buy |
112,303
+1,964
| +2% | +$450K | 1.1% | 13 |
|
|
2021
Q1 | $24.4M | Buy |
110,339
+360
| +0.3% | +$79.5K | 1.14% | 13 |
|
|
2020
Q4 | $21.6M | Buy |
109,979
+7,429
| +7% | +$1.46M | 1.09% | 12 |
|
|
2020
Q3 | $15.4M | Sell |
102,550
-6,123
| -6% | -$917K | 0.86% | 19 |
|
|
2020
Q2 | $15.6M | Buy |
108,673
+15,037
| +16% | +$2.15M | 0.91% | 16 |
|
|
2020
Q1 | $10.7M | Sell |
93,636
-1,423
| -1% | -$163K | 0.77% | 24 |
|
|
2019
Q4 | $15.7M | Buy |
+95,059
| New | +$15.7M | 0.94% | 19 |
|