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Twin Peaks Wealth Advisors »

iShares Dow Jones US Technology shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology 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 Dow Jones US Technology by Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.2M	8.7k	135.07
2023-12-31	$801k	6.5k	122.75

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchange-traded First Tr Enh New (FTSM)

Meta Platforms Cl A (META)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Ishares Tr Core Total Usd (IUSB)

Microsoft Corporation (MSFT)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

First Tr Exchange-traded Us Eqty Oppt Etf (FPX)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth Advisors

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management

Green Harvest Asset Management

Bank of America Corporation

Jpmorgan Chase & Co

Envestnet Portfolio Solutions

Wells Fargo & Company

Ameriprise Financial

Park Avenue Securities

Royal Bank of Canada

View all funds holding iShares Dow Jones US Technology

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