Twin Peaks Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
4,185
+23
| +0.6% | +$3.23K | 0.19% | 83 |
|
|
2025
Q1 | $476K | Buy |
4,162
+265
| +7% | +$30.3K | 0.22% | 83 |
|
|
2024
Q4 | $494K | Buy |
3,897
+201
| +5% | +$25.5K | 0.21% | 82 |
|
|
2024
Q3 | $434K | Buy |
3,696
+502
| +16% | +$58.9K | 0.2% | 80 |
|
|
2024
Q2 | $353K | Buy |
3,194
+105
| +3% | +$11.6K | 0.18% | 93 |
|
|
2024
Q1 | $353K | Buy |
3,089
+1,123
| +57% | +$128K | 0.2% | 86 |
|
|
2023
Q4 | $205K | Buy |
+1,966
| New | +$205K | 0.13% | 116 |
|