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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$112K Buy
2024
Q2
Sell
2024
Q1
$316K Sell
2023
Q4
$313K Buy