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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Twin Peaks Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.5% in Q1 2026, buying an estimated $26.7K and bringing the position to 5,883 shares worth $754K. The position accounts for 0.19% of the portfolio, ranked #84.

Twin Peaks Wealth Advisors first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $777K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Twin Peaks Wealth Advisors held 5,883 shares of iShares Russell Mid-Cap Growth ETF worth $754K as of Q1 2026.
Twin Peaks Wealth Advisors bought 197 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $26.7K.
iShares Russell Mid-Cap Growth ETF made up 0.19% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #84 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $777K in Q4 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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