TD Private Client Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.03K | Sell |
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|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $2.61K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $11.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $49.8K | Hold |
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|
2020
Q4 | $46.9K | Buy |
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