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iShares S&P 1500 Index Fund shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $304k 2.1k 142.46
2025-06-30 $106k 753 140.49

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Morgan Stanley
Bank of America Corporation
Colony
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund