Twin Peaks Wealth Advisors, LLC IWF Holdings History
Twin Peaks Wealth Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 4,696.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.65 Mil. This investment constitutes 0.76% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 3 purchases of IWF, at an average price of $363.14, for a total of 5,891.00 shares. In addition, there have been 2 sales at an average price of $384.18 for 1,195.00 shares. Based on historical transaction data and IWF's current price of $434.26, Twin Peaks Wealth Advisors, LLC's estimated gain on his IWF holdings is $359,139.77, reflecting a 16.79% gain to date.
Twin Peaks Wealth Advisors, LLC IWF ($434.26) Holding Chart
Twin Peaks Wealth Advisors, LLC IWF ($434.26) 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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