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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Buy	+1,158	New	+$112K	0.04%	219
2024 Q2	–	Sell	-3,490	Closed	-$316K	–	133
2024 Q1	$316K	Sell	3,490 -219	-6%	-$19.8K	0.18%	100
2023 Q4	$313K	Buy	+3,709	New	+$313K	0.2%	95