Twin Peaks Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$626K Buy
3,809
+1,675
+78% +$266K 0.14% 105
2026
Q1
$304K Buy
+2,134
New +$317K 0.08% 139
2025
Q3
Sell
-753
Closed -$106K 1144
2025
Q2
$106K Buy
+753
New +$94K 0.03% 230

Other funds holding ITOT

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

Twin Peaks Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 78% in Q2 2026, buying an estimated $266K and bringing the position to 3,809 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #105.

Twin Peaks Wealth Advisors first reported a position in ITOT in Q2 2025 and has held it in 3 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Twin Peaks Wealth Advisors held 3,809 shares of iShares Core S&P Total US Stock Market ETF worth $626K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 1,675 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $266K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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