Twin Peaks Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Twin Peaks Wealth Advisors's IWR Position: Q2 2026 in Review
Twin Peaks Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 3,020 shares — an estimated $294K sold.
Twin Peaks Wealth Advisors first reported a position in IWR in Q2 2025 and held it in 4 quarters. The position peaked at $294K in Q1 2026. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Twin Peaks Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
- Twin Peaks Wealth Advisors sold 3,020 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $294K.
- Twin Peaks Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and held it in 4 quarters.
- Twin Peaks Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $294K in Q1 2026.
- 1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.