TD PRIVATE CLIENT WEALTH LLC IWD Holdings History
TD PRIVATE CLIENT WEALTH LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, TD PRIVATE CLIENT WEALTH LLC held 109,262.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $20.56 Mil. This investment constitutes 0.57% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 7 purchases of IWD, at an average price of $147.90, for a total of 392,284.00 shares. In addition, there have been 10 sales at an average price of $155.17 for 283,022.00 shares. Based on historical transaction data and IWD's current price of $197.41, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his IWD holdings is $7.47 Mil, reflecting a 12.87% gain to date.
TD PRIVATE CLIENT WEALTH LLC IWD ($197.41) Holding Chart
TD PRIVATE CLIENT WEALTH LLC IWD ($197.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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