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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30	Closed	-$5.69K	–	1218
2026 Q1	$5.69K	Buy	+30	New	+$5.81K	﹤0.01%	1334
2025 Q3	–	Sell	-30	Closed	-$4.98K	–	1153
2025 Q2	$4.98K	Buy	+30	New	+$4.47K	﹤0.01%	1311

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 30 shares — an estimated $5.69K sold.

Twin Peaks Wealth Advisors first reported a position in IWN in Q2 2025 and held it in 2 quarters. The position peaked at $5.69K in Q1 2026. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 30 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $5.69K.
Twin Peaks Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $5.69K in Q1 2026.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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