Number of Shares
105,489.00
Current Holdings Value*
$44.79 Mil
% of Portfolio
1.1%
Total Estimate Gain
$28.35 Mil
% of Total Estimate Gain
54.12%

TD PRIVATE CLIENT WEALTH LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, TD PRIVATE CLIENT WEALTH LLC held 105,489.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $44.79 Mil. This investment constitutes 1.1% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2019Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 8 purchases of IWF, at an average price of $227.37, for a total of 230,431.00 shares. In addition, there have been 10 sales at an average price of $278.69 for 124,942.00 shares. Based on historical transaction data and IWF's current price of $435.37, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his IWF holdings is $28.35 Mil, reflecting a 54.12% gain to date.

TD PRIVATE CLIENT WEALTH LLC IWF ($435.37) Holding Chart

TD PRIVATE CLIENT WEALTH LLC IWF ($435.37) 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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