Twin Peaks Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Twin Peaks Wealth Advisors's IVW Position: Q1 2026 in Review
Twin Peaks Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q1 2026, buying an estimated $1.65M and bringing the position to 91,083 shares worth $10.3M. The position accounts for 2.59% of the portfolio, ranked #5.
Twin Peaks Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Twin Peaks Wealth Advisors held 91,083 shares of iShares S&P 500 Growth ETF worth $10.3M as of Q1 2026.
- Twin Peaks Wealth Advisors bought 13,714 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.65M.
- iShares S&P 500 Growth ETF made up 2.59% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #5 holding.
- Twin Peaks Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.