Twin Peaks Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.5K Buy
+302
New +$68.5K 0.02% 286
2024
Q1
Sell
-1,314
Closed -$264K 128
2023
Q4
$264K Buy
+1,314
New +$264K 0.17% 102