Twin Peaks Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Twin Peaks Wealth Advisors, LLC

$293 Billion
Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 4,227 shares of IWP stock, worth $578,422. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,227

Previous 4,185 1.0%

Holding current value

$578,422

Previous $587 Million 2.56%

% of portfolio

0.21%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$137.51 - $145.26 $5,775 - $6,100	42 Added 1.0%	4,227 $602 Million
Q2 2025 Aug 13, 2025	BUY	$104.34 - $138.68 $2,399 - $3,189	23 Added 0.55%	4,185 $587 Million
Q1 2025 Apr 16, 2025	BUY	$114.9 - $139.6 $30,448 - $36,994	265 Added 6.8%	4,162 $476 Million
Q4 2024 Feb 04, 2025	BUY	$116.4 - $138.52 $23,396 - $27,842	201 Added 5.44%	3,897 $494 Million
Q3 2024 Oct 25, 2024	BUY	$103.87 - $117.59 $52,142 - $59,030	502 Added 15.72%	3,696 $434 Million

Q2 2024 Jul 31, 2024	BUY	$105.7 - $113.43 $11,098 - $11,910	105 Added 3.4%	3,194 $353 Million
Q1 2024 Apr 23, 2024	BUY	$100.66 - $114.14 $113,041 - $128,179	1,123 Added 57.12%	3,089 $353 Million
Q4 2023 Jan 17, 2024	BUY	$85.66 - $105.12 $168,407 - $206,665	1,966 New	1,966 $205 Million

Others Institutions Holding IWP

# of Institutions

1,318

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History