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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Buy	6,784 +192	+3%	+$42K	0.37%	57
2025 Q4	$1.48M	Sell	6,592 -2,125	-24%	-$439K	0.43%	55
2025 Q3	$1.77M	Buy	8,717 +87	+1%	+$17.3K	0.61%	41
2025 Q2	$1.7M	Buy	8,630 +639	+8%	+$118K	0.55%	40
2025 Q1	$1.42M	Buy	+7,991	New	+$1.52M	0.65%	41

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Twin Peaks Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.9% in Q1 2026, buying an estimated $42K and bringing the position to 6,784 shares worth $1.45M. The position accounts for 0.37% of the portfolio, ranked #57.

Twin Peaks Wealth Advisors first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Twin Peaks Wealth Advisors held 6,784 shares of iShares Russell 1000 Value ETF worth $1.45M as of Q1 2026.
Twin Peaks Wealth Advisors bought 192 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $42K.
iShares Russell 1000 Value ETF made up 0.37% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
Twin Peaks Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $1.77M in Q3 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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