Twin Peaks Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Twin Peaks Wealth Advisors's IVV Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 91% in Q2 2026, buying an estimated $15.9M and bringing the position to 45,752 shares worth $34.3M. The position accounts for 7.76% of the portfolio, ranked #1.
Twin Peaks Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Twin Peaks Wealth Advisors held 45,752 shares of iShares Core S&P 500 ETF worth $34.3M as of Q2 2026.
- Twin Peaks Wealth Advisors bought 21,796 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.9M.
- iShares Core S&P 500 ETF made up 7.76% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- Twin Peaks Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.