TPWA
IWN icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Twin Peaks Wealth Advisors's IWN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2026: 30 shares worth $5.69K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IWN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IWN in Q2 2025 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 30 shares of iShares Russell 2000 Value ETF worth $5.69K as of Q1 2026.
  • iShares Russell 2000 Value ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1334 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.