Twin Peaks Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-231	Closed	-$57.3K	–	1217
2026 Q1	$57.3K	Buy	+231	New	+$59.6K	0.01%	406
2025 Q3	–	Sell	-302	Closed	-$68.5K	–	1152
2025 Q2	$68.5K	Buy	+302	New	+$60.8K	0.02%	286
2024 Q1	–	Sell	-1,314	Closed	-$264K	–	128
2023 Q4	$264K	Buy	+1,314	New	+$235K	0.17%	102

Other funds holding IWM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 231 shares — an estimated $57.3K sold.

Twin Peaks Wealth Advisors first reported a position in IWM in Q4 2023 and held it in 3 quarters. The position peaked at $264K in Q4 2023. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 231 iShares Russell 2000 ETF shares in Q2 2026, an estimated $57.3K.
Twin Peaks Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 3 quarters.
Twin Peaks Wealth Advisors's iShares Russell 2000 ETF position peaked at $264K in Q4 2023.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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