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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Sell	15,517 -4,991	-24%	-$602K	0.44%	55
2026 Q1	$2.19M	Buy	20,508 +1,340	+7%	+$152K	0.55%	47
2025 Q4	$2.21M	Sell	19,168 -912	-5%	-$108K	0.64%	44
2025 Q3	$2.35M	Sell	20,080 -64	-0.3%	-$7.13K	0.8%	33
2025 Q2	$2.27M	Buy	20,144 +1,360	+7%	+$130K	0.73%	31
2025 Q1	$1.65M	Buy	18,784 +15,660	+501%	+$1.54M	0.75%	33
2024 Q4	$314K	Sell	3,124 -3,900	-56%	-$384K	0.13%	108
2024 Q3	$659K	Buy	7,024 +524	+8%	+$47.5K	0.3%	64
2024 Q2	$593K	Sell	6,500 -880	-12%	-$75.1K	0.3%	69
2024 Q1	$622K	Buy	7,380 +2,528	+52%	+$204K	0.35%	61
2023 Q4	$368K	Buy	+4,852	New	+$343K	0.24%	84

Other funds holding IWF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Twin Peaks Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q2 2026, selling an estimated $602K and leaving 15,517 shares worth $1.93M. The position accounts for 0.44% of the portfolio, ranked #55.

Twin Peaks Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Twin Peaks Wealth Advisors held 15,517 shares of iShares Russell 1000 Growth ETF worth $1.93M as of Q2 2026.
Twin Peaks Wealth Advisors sold 4,991 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $602K.
iShares Russell 1000 Growth ETF made up 0.44% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $2.35M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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