Twin Peaks Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$303K	Buy	850 +86	+11%	+$32K	0.08%	140
2025 Q4	$291K	Buy	764 +111	+17%	+$41.1K	0.08%	145
2025 Q3	$239K	Buy	653 +5	+0.8%	+$1.76K	0.08%	152
2025 Q2	$229K	Sell	648 -62	-9%	-$19.5K	0.07%	147
2025 Q1	$209K	Buy	+710	New	+$230K	0.1%	135

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Twin Peaks Wealth Advisors's IWB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, buying an estimated $32K and bringing the position to 850 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #140.

Twin Peaks Wealth Advisors first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Twin Peaks Wealth Advisors held 850 shares of iShares Russell 1000 ETF worth $303K as of Q1 2026.
Twin Peaks Wealth Advisors bought 86 iShares Russell 1000 ETF shares in Q1 2026, an estimated $32K.
iShares Russell 1000 ETF made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #140 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.