TD Private Client Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
48,481
+1,749
| +4% | +$161K | 0.11% | 138 |
|
|
2025
Q1 | $3.98M | Buy |
46,732
+4,080
| +10% | +$347K | 0.11% | 131 |
|
|
2024
Q4 | $3.77M | Sell |
42,652
-869
| -2% | -$76.8K | 0.11% | 141 |
|
|
2024
Q3 | $3.84M | Sell |
43,521
-1,520
| -3% | -$134K | 0.11% | 136 |
|
|
2024
Q2 | $3.65M | Buy |
45,041
+2,186
| +5% | +$177K | 0.12% | 133 |
|
|
2024
Q1 | $3.6M | Sell |
42,855
-4,173
| -9% | -$351K | 0.12% | 142 |
|
|
2023
Q4 | $3.66M | Buy |
47,028
+3,852
| +9% | +$299K | 0.13% | 134 |
|
|
2023
Q3 | $2.99M | Sell |
43,176
-124
| -0.3% | -$8.59K | 0.13% | 151 |
|
|
2023
Q2 | $3.16M | Buy |
43,300
+1,916
| +5% | +$140K | 0.14% | 155 |
|
|
2023
Q1 | $2.89M | Sell |
41,384
-33,172
| -44% | -$2.32M | 0.13% | 163 |
|
|
2022
Q4 | $5.03M | Buy |
74,556
+30,884
| +71% | +$2.08M | 0.24% | 97 |
|
|
2022
Q3 | $2.71M | Buy |
43,672
+2,819
| +7% | +$175K | 0.14% | 155 |
|
|
2022
Q2 | $2.64M | Sell |
40,853
-13,218
| -24% | -$855K | 0.13% | 167 |
|
|
2022
Q1 | $4.22M | Buy |
54,071
+467
| +0.9% | +$36.4K | 0.18% | 122 |
|
|
2021
Q4 | $4.45M | Sell |
53,604
-1,785
| -3% | -$148K | 0.18% | 125 |
|
|
2021
Q3 | $4.33M | Sell |
55,389
-1,144
| -2% | -$89.5K | 0.19% | 122 |
|
|
2021
Q2 | $4.48M | Sell |
56,533
-9,981
| -15% | -$791K | 0.19% | 118 |
|
|
2021
Q1 | $4.92M | Buy |
66,514
+643
| +1% | +$47.5K | 0.23% | 103 |
|
|
2020
Q4 | $4.52M | Buy |
65,871
+2,464
| +4% | +$169K | 0.23% | 99 |
|
|
2020
Q3 | $3.64M | Sell |
63,407
-2,603
| -4% | -$149K | 0.2% | 115 |
|
|
2020
Q2 | $3.54M | Sell |
66,010
-13,751
| -17% | -$737K | 0.21% | 106 |
|
|
2020
Q1 | $3.44M | Buy |
79,761
+7,237
| +10% | +$312K | 0.25% | 94 |
|
|
2019
Q4 | $4.32M | Buy |
+72,524
| New | +$4.32M | 0.26% | 89 |
|