Twin Peaks Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$755K	Buy	5,182 +59	+1%	+$8.76K	0.19%	83
2025 Q4	$780K	Buy	5,123 +1,241	+32%	+$173K	0.23%	81
2025 Q3	$542K	Buy	3,882 +33	+0.9%	+$4.51K	0.19%	95
2025 Q2	$522K	Buy	+3,849	New	+$483K	0.17%	91

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Twin Peaks Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q1 2026, buying an estimated $8.76K and bringing the position to 5,182 shares worth $755K. The position accounts for 0.19% of the portfolio, ranked #83.

Twin Peaks Wealth Advisors first reported a position in IWS in Q2 2025 and has held it in 4 quarters since. The position peaked at $780K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Twin Peaks Wealth Advisors held 5,182 shares of iShares Russell Mid-Cap Value ETF worth $755K as of Q1 2026.
Twin Peaks Wealth Advisors bought 59 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $8.76K.
iShares Russell Mid-Cap Value ETF made up 0.19% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
Twin Peaks Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $780K in Q4 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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