iShares S&P 500 Index shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Twin Peaks Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 13k | 669.32 |
| 2025-06-30 | $8.3M | 13k | 645.74 |
| 2025-03-31 | $12M | 22k | 540.18 |
| 2024-12-31 | $13M | 22k | 588.69 |
| 2024-09-30 | $12M | 20k | 576.85 |
| 2024-06-30 | $11M | 19k | 547.23 |
| 2024-03-31 | $9.7M | 18k | 525.75 |
| 2023-12-31 | $8.6M | 18k | 477.65 |
More positions owned by Twin Peaks Wealth Advisors
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