Twin Peaks Wealth Advisors, LLC IVW Holdings History
Twin Peaks Wealth Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 62,015.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $5.64 Mil. This investment constitutes 2.58% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 5 purchases of IVW, at an average price of $87.12, for a total of 62,015.00 shares. Based on historical transaction data and IVW's current price of $111.98, Twin Peaks Wealth Advisors, LLC's estimated gain on his IVW holdings is $1.54 Mil, reflecting a 28.53% gain to date.
Twin Peaks Wealth Advisors, LLC IVW ($111.98) Holding Chart
Twin Peaks Wealth Advisors, LLC IVW ($111.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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