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Twin Peaks Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$229K Sell
648
-62
-9% -$21.9K 0.07% 147
2025
Q1 		$209K Buy
+710
New +$209K 0.1% 135