Twin Peaks Wealth Advisors, LLC IWD Holdings History
Twin Peaks Wealth Advisors, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 7,991.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $1.42 Mil. This investment constitutes 0.65% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2025Q1. And since then Twin Peaks Wealth Advisors, LLC has made 1 purchases of IWD, at an average price of $190.45, for a total of 7,991.00 shares. Based on historical transaction data and IWD's current price of $198.66, Twin Peaks Wealth Advisors, LLC's estimated gain on his IWD holdings is $65,606.11, reflecting a 4.31% gain to date.
Twin Peaks Wealth Advisors, LLC IWD ($198.66) Holding Chart
Twin Peaks Wealth Advisors, LLC IWD ($198.66) 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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