Twin Peaks Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
3,531
+68
| +2% | +$10.8K | 0.18% | 85 |
|
|
2025
Q1 | $432K | Sell |
3,463
-676
| -16% | -$84.2K | 0.2% | 94 |
|
|
2024
Q4 | $577K | Sell |
4,139
-1,463
| -26% | -$204K | 0.24% | 70 |
|
|
2024
Q3 | $739K | Sell |
5,602
-1,681
| -23% | -$222K | 0.34% | 59 |
|
|
2024
Q2 | $928K | Buy |
7,283
+54
| +0.7% | +$6.88K | 0.46% | 47 |
|
|
2024
Q1 | $847K | Sell |
7,229
-715
| -9% | -$83.8K | 0.47% | 46 |
|
|
2023
Q4 | $827K | Buy |
+7,944
| New | +$827K | 0.53% | 39 |
|