Twin Peaks Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Buy |
64,188
+2,173
| +4% | +$252K | 2.41% | 10 |
|
|
2025
Q1 | $5.64M | Buy |
62,015
+8,889
| +17% | +$809K | 2.57% | 9 |
|
|
2024
Q4 | $5.39M | Buy |
53,126
+5,023
| +10% | +$510K | 2.28% | 11 |
|
|
2024
Q3 | $4.61M | Buy |
48,103
+5,987
| +14% | +$573K | 2.12% | 16 |
|
|
2024
Q2 | $3.9M | Buy |
42,116
+21,322
| +103% | +$1.97M | 1.94% | 17 |
|
|
2024
Q1 | $1.76M | Buy |
20,794
+14,647
| +238% | +$1.24M | 0.98% | 24 |
|
|
2023
Q4 | $462K | Buy |
+6,147
| New | +$462K | 0.29% | 68 |
|