Twin Peaks Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Twin Peaks Wealth Advisors's IJH Position: Q1 2026 in Review
Twin Peaks Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q1 2026, selling an estimated $21.9K and leaving 8,250 shares worth $557K. The position accounts for 0.14% of the portfolio, ranked #100.
Twin Peaks Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Twin Peaks Wealth Advisors held 8,250 shares of iShares Core S&P Mid-Cap ETF worth $557K as of Q1 2026.
- Twin Peaks Wealth Advisors sold 315 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $21.9K.
- iShares Core S&P Mid-Cap ETF made up 0.14% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #100 holding.
- Twin Peaks Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
- Twin Peaks Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.48M in Q4 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.