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: Q1 2026 in Review
Twin Peaks Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q1 2026, buying an estimated $37.1K and bringing the position to 3,020 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #143.
Twin Peaks Wealth Advisors first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Twin Peaks Wealth Advisors held 3,020 shares of iShares Russell Mid-Cap ETF worth $294K as of Q1 2026.
- Twin Peaks Wealth Advisors bought 371 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $37.1K.
- iShares Russell Mid-Cap ETF made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #143 holding.
- Twin Peaks Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.