Twin Peaks Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Sell |
12,911
-9,438
| -42% | -$6.09M | 2.7% | 4 |
|
|
2025
Q1 | $12.1M | Buy |
22,349
+475
| +2% | +$257K | 5.5% | 2 |
|
|
2024
Q4 | $12.9M | Buy |
21,874
+1,657
| +8% | +$975K | 5.44% | 2 |
|
|
2024
Q3 | $11.7M | Buy |
20,217
+959
| +5% | +$553K | 5.38% | 2 |
|
|
2024
Q2 | $10.5M | Buy |
19,258
+889
| +5% | +$486K | 5.26% | 3 |
|
|
2024
Q1 | $9.66M | Buy |
18,369
+282
| +2% | +$148K | 5.36% | 3 |
|
|
2023
Q4 | $8.64M | Buy |
+18,087
| New | +$8.64M | 5.52% | 2 |
|