Twin Peaks Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Buy	2,552 +556	+28%	+$76.3K	0.09%	135
2026 Q1	$248K	Buy	1,996 +22	+1%	+$2.79K	0.06%	159
2025 Q4	$261K	Buy	+1,974	New	+$236K	0.08%	152
2025 Q3	–	Sell	-1,606	Closed	-$184K	–	1101
2025 Q2	$184K	Buy	+1,606	New	+$166K	0.06%	161
2024 Q4	–	Sell	-2,639	Closed	-$309K	–	143
2024 Q3	$309K	Sell	2,639 -2,050	-44%	-$232K	0.14%	100
2024 Q2	$500K	Hold	4,689	–	–	0.25%	77
2024 Q1	$518K	Buy	4,689 +145	+3%	+$15.4K	0.29%	68
2023 Q4	$492K	Buy	+4,544	New	+$438K	0.31%	63

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's IJR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 28% in Q2 2026, buying an estimated $76.3K and bringing the position to 2,552 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #135.

Twin Peaks Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $518K in Q1 2024. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Twin Peaks Wealth Advisors held 2,552 shares of iShares Core S&P Small-Cap ETF worth $378K as of Q2 2026.
Twin Peaks Wealth Advisors bought 556 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $76.3K.
iShares Core S&P Small-Cap ETF made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Twin Peaks Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $518K in Q1 2024.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.