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iShares Dow Jones US Oil & Gas Exp. shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by Turtle Creek 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 Oil & Gas Exp. by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 262 106.97
2023-12-31 $13k 135 93.19

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Citadel Advisors
Royal Bank of Canada
Amica Mutual Insurance Company
Commonwealth Equity Services
Stifel Financial
UBS Group
MinichMacGregor Wealth Management
Two Sigma Investments
Spectrum Wealth Counsel
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
Raymond James & Associates

View all funds holding iShares Dow Jones US Oil & Gas Exp.