TPCW
TD Private Client Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.1M | Sell |
36,742
-5,575
| -13% | -$773K | 0.13% | 119 |
|
2025
Q1 | $4.97M | Buy |
42,317
+2,628
| +7% | +$309K | 0.14% | 110 |
|
2024
Q4 | $5.03M | Sell |
39,689
-2,975
| -7% | -$377K | 0.14% | 107 |
|
2024
Q3 | $5M | Sell |
42,664
-2,016
| -5% | -$236K | 0.14% | 109 |
|
2024
Q2 | $4.93M | Sell |
44,680
-3,199
| -7% | -$353K | 0.16% | 101 |
|
2024
Q1 | $5.46M | Sell |
47,879
-4,461
| -9% | -$509K | 0.18% | 90 |
|
2023
Q4 | $5.47M | Buy |
52,340
+1,327
| +3% | +$139K | 0.2% | 91 |
|
2023
Q3 | $4.66M | Buy |
51,013
+279
| +0.5% | +$25.5K | 0.2% | 100 |
|
2023
Q2 | $4.9M | Buy |
50,734
+3,973
| +8% | +$384K | 0.21% | 107 |
|
2023
Q1 | $4.26M | Sell |
46,761
-8,605
| -16% | -$783K | 0.19% | 119 |
|
2022
Q4 | $4.63M | Buy |
55,366
+4,075
| +8% | +$341K | 0.22% | 104 |
|
2022
Q3 | $4.02M | Buy |
51,291
+11,952
| +30% | +$937K | 0.21% | 109 |
|
2022
Q2 | $3.12M | Buy |
39,339
+4,932
| +14% | +$391K | 0.15% | 146 |
|
2022
Q1 | $3.46M | Sell |
34,407
-14,037
| -29% | -$1.41M | 0.15% | 149 |
|
2021
Q4 | $5.58M | Buy |
48,444
+22,832
| +89% | +$2.63M | 0.23% | 95 |
|
2021
Q3 | $2.87M | Sell |
25,612
-2,001
| -7% | -$224K | 0.12% | 175 |
|
2021
Q2 | $3.13M | Buy |
27,613
+1,135
| +4% | +$128K | 0.13% | 169 |
|
2021
Q1 | $2.7M | Sell |
26,478
-10,905
| -29% | -$1.11M | 0.13% | 176 |
|
2020
Q4 | $3.84M | Buy |
37,383
+16,103
| +76% | +$1.65M | 0.19% | 120 |
|
2020
Q3 | $3.68M | Buy |
21,280
+375
| +2% | +$64.8K | 0.21% | 109 |
|
2020
Q2 | $3.31M | Sell |
20,905
-71
| -0.3% | -$11.2K | 0.19% | 116 |
|
2020
Q1 | $2.55M | Sell |
20,976
-249
| -1% | -$30.3K | 0.18% | 118 |
|
2019
Q4 | $3.24M | Buy |
+21,225
| New | +$3.24M | 0.19% | 128 |
|