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: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 9.1% in Q2 2026, buying an estimated $1.09M and bringing the position to 99,338 shares worth $13.7M. The position accounts for 3.09% of the portfolio, ranked #5.
Twin Peaks Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Twin Peaks Wealth Advisors held 99,338 shares of iShares S&P 500 Growth ETF worth $13.7M as of Q2 2026.
- Twin Peaks Wealth Advisors bought 8,255 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.09M.
- iShares S&P 500 Growth ETF made up 3.09% of Twin Peaks Wealth Advisors's portfolio in Q2 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 11 quarters since.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.