TPWA
IWD icon

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

Twin Peaks Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.7M Buy
8,630
+639
+8% +$126K 0.55% 40
2025
Q1 		$1.42M Buy
+7,991
New +$1.42M 0.65% 41