Twin Peaks Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$474K	Buy	3,058 +43	+1%	+$7.08K	0.12%	114
2025 Q4	$506K	Sell	3,015 -516	-15%	-$86.1K	0.15%	107
2025 Q3	$581K	Hold	3,531	–	–	0.2%	90
2025 Q2	$558K	Buy	3,531 +68	+2%	+$9.22K	0.18%	85
2025 Q1	$432K	Sell	3,463 -676	-16%	-$93.5K	0.2%	94
2024 Q4	$577K	Sell	4,139 -1,463	-26%	-$201K	0.24%	71
2024 Q3	$739K	Sell	5,602 -1,681	-23%	-$214K	0.34%	59
2024 Q2	$928K	Buy	7,283 +54	+0.7%	+$6.44K	0.46%	47
2024 Q1	$847K	Sell	7,229 -715	-9%	-$79.5K	0.47%	46
2023 Q4	$827K	Buy	+7,944	New	+$783K	0.53%	39

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's IUSG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.4% in Q1 2026, buying an estimated $7.08K and bringing the position to 3,058 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #114.

Twin Peaks Wealth Advisors first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $928K in Q2 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Twin Peaks Wealth Advisors held 3,058 shares of iShares Core S&P US Growth ETF worth $474K as of Q1 2026.
Twin Peaks Wealth Advisors bought 43 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $7.08K.
iShares Core S&P US Growth ETF made up 0.12% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #114 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $928K in Q2 2024.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.