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 Q2	$1.47M	Sell	6,070 -714	-11%	-$166K	0.33%	64
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Twin Peaks Wealth Advisors's IWD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q2 2026, selling an estimated $166K and leaving 6,070 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #64.

Twin Peaks Wealth Advisors first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77M in Q3 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Twin Peaks Wealth Advisors held 6,070 shares of iShares Russell 1000 Value ETF worth $1.47M as of Q2 2026.
Twin Peaks Wealth Advisors sold 714 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $166K.
iShares Russell 1000 Value ETF made up 0.33% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
Twin Peaks Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $1.77M in Q3 2025.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.