Twin Peaks Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Sell	49,433 -5,677	-10%	-$1.27M	2.54%	7
2026 Q1	$11.6M	Buy	55,110 +1,367	+3%	+$296K	2.93%	3
2025 Q4	$11.9M	Buy	53,743 +21,818	+68%	+$4.57M	3.47%	2
2025 Q3	$6.59M	Buy	31,925 +3,000	+10%	+$603K	2.25%	13
2025 Q2	$5.8M	Buy	28,925 +7,506	+35%	+$1.4M	1.88%	16
2025 Q1	$3.85M	Buy	21,419 +7,750	+57%	+$1.5M	1.75%	19
2024 Q4	$2.61M	Buy	13,669 +1,873	+16%	+$371K	1.1%	26
2024 Q3	$2.33M	Buy	11,796 +2,313	+24%	+$439K	1.07%	27
2024 Q2	$1.73M	Buy	9,483 +2,101	+28%	+$383K	0.86%	31
2024 Q1	$1.38M	Buy	+7,382	New	+$1.31M	0.77%	33

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Twin Peaks Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, selling an estimated $1.27M and leaving 49,433 shares worth $11.2M. The position accounts for 2.54% of the portfolio, ranked #7.

Twin Peaks Wealth Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Twin Peaks Wealth Advisors held 49,433 shares of iShares S&P 500 Value ETF worth $11.2M as of Q2 2026.
Twin Peaks Wealth Advisors sold 5,677 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.27M.
iShares S&P 500 Value ETF made up 2.54% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Twin Peaks Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's iShares S&P 500 Value ETF position peaked at $11.9M in Q4 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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