iShares S&P 500 Growth Index shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Twin Peaks Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 65k | 120.72 |
| 2025-06-30 | $7.4M | 64k | 115.83 |
| 2025-03-31 | $5.6M | 62k | 90.99 |
| 2024-12-31 | $5.4M | 53k | 101.53 |
| 2024-09-30 | $4.6M | 48k | 95.75 |
| 2024-06-30 | $3.9M | 42k | 92.54 |
| 2024-03-31 | $1.8M | 21k | 84.44 |
| 2023-12-31 | $462k | 6.1k | 75.10 |
More positions owned by Twin Peaks Wealth Advisors
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