Twin Peaks Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Twin Peaks Wealth Advisors's IVV Position: Q1 2026 in Review
Twin Peaks Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 51% in Q1 2026, buying an estimated $5.55M and bringing the position to 23,956 shares worth $15.6M. The position accounts for 3.94% of the portfolio, ranked #2.
Twin Peaks Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Twin Peaks Wealth Advisors held 23,956 shares of iShares Core S&P 500 ETF worth $15.6M as of Q1 2026.
- Twin Peaks Wealth Advisors bought 8,132 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.55M.
- iShares Core S&P 500 ETF made up 3.94% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2 holding.
- Twin Peaks Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.