Twin Peaks Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Sell
1,562
-4,321
-73% -$596K 0.05% 205
2026
Q1
$754K Buy
5,883
+197
+3% +$26.7K 0.19% 84
2025
Q4
$777K Buy
5,686
+1,459
+35% +$204K 0.23% 82
2025
Q3
$602K Buy
4,227
+42
+1% +$5.93K 0.21% 86
2025
Q2
$587K Buy
4,185
+23
+0.6% +$2.91K 0.19% 83
2025
Q1
$476K Buy
4,162
+265
+7% +$34.1K 0.22% 83
2024
Q4
$494K Buy
3,897
+201
+5% +$25.6K 0.21% 83
2024
Q3
$434K Buy
3,696
+502
+16% +$56.1K 0.2% 80
2024
Q2
$353K Buy
3,194
+105
+3% +$11.5K 0.18% 93
2024
Q1
$353K Buy
3,089
+1,123
+57% +$121K 0.2% 86
2023
Q4
$205K Buy
+1,966
New +$186K 0.13% 116

Other funds holding IWP

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

Twin Peaks Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 73% in Q2 2026, selling an estimated $596K and leaving 1,562 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #205.

Twin Peaks Wealth Advisors first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $777K in Q4 2025. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,562 shares of iShares Russell Mid-Cap Growth ETF worth $229K as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 4,321 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $596K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Twin Peaks Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $777K in Q4 2025.
  • 1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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