TD Private Client Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
1,670
+1,335
| +399% | +$469K | 0.01% | 449 |
|
|
2025
Q1 | $106K | Sell |
335
-1,083
| -76% | -$344K | ﹤0.01% | 697 |
|
|
2024
Q4 | $474K | Buy |
1,418
+1,410
| +17,625% | +$471K | 0.01% | 454 |
|
|
2024
Q3 | $2.61K | Buy |
+8
| New | +$2.61K | ﹤0.01% | 1159 |
|
|
2024
Q2 | – | Sell |
-706
| Closed | -$212K | – | 1236 |
|
|
2024
Q1 | $212K | Buy |
706
+178
| +34% | +$53.4K | 0.01% | 577 |
|
|
2023
Q4 | $145K | Buy |
+528
| New | +$145K | 0.01% | 623 |
|
|
2023
Q1 | – | Sell |
-51
| Closed | -$11.3K | – | 1255 |
|
|
2022
Q4 | $11.3K | Buy |
+51
| New | +$11.3K | ﹤0.01% | 997 |
|
|
2022
Q2 | – | Sell |
-648
| Closed | -$170K | – | 1255 |
|
|
2022
Q1 | $170K | Buy |
+648
| New | +$170K | 0.01% | 566 |
|
|
2021
Q2 | – | Sell |
-210
| Closed | -$49.8K | – | 1230 |
|
|
2021
Q1 | $49.8K | Hold |
210
| – | – | ﹤0.01% | 707 |
|
|
2020
Q4 | $46.9K | Buy |
+210
| New | +$46.9K | ﹤0.01% | 667 |
|