Twin Peaks Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Twin Peaks Wealth Advisors's IWM Position: Q1 2026 in Review
Twin Peaks Wealth Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 231 shares worth $57.3K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IWM as recently as Q2 2025.
Twin Peaks Wealth Advisors first reported a position in IWM in Q4 2023 and has held it in 3 quarters since. The position peaked at $264K in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Twin Peaks Wealth Advisors held 231 shares of iShares Russell 2000 ETF worth $57.3K as of Q1 2026.
- iShares Russell 2000 ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
- iShares Russell 2000 ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #406 holding.
- Twin Peaks Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 3 quarters since.
- Twin Peaks Wealth Advisors's iShares Russell 2000 ETF position peaked at $264K in Q4 2023.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.