Twin Peaks Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
28,925
+7,506
| +35% | +$1.5M | 1.88% | 16 |
|
|
2025
Q1 | $3.85M | Buy |
21,419
+7,750
| +57% | +$1.39M | 1.75% | 19 |
|
|
2024
Q4 | $2.61M | Buy |
13,669
+1,873
| +16% | +$358K | 1.1% | 26 |
|
|
2024
Q3 | $2.33M | Buy |
11,796
+2,313
| +24% | +$456K | 1.07% | 27 |
|
|
2024
Q2 | $1.73M | Buy |
9,483
+2,101
| +28% | +$382K | 0.86% | 31 |
|
|
2024
Q1 | $1.38M | Buy |
+7,382
| New | +$1.38M | 0.77% | 33 |
|