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iShares S&P MidCap 400 Index shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index 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 S&P MidCap 400 Index by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 204k 58.52
2024-03-31 $10M 167k 60.74
2023-12-31 $4.3M 16k 277.15

More positions owned by Turtle Creek Wealth Advisors

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

View all positions for Turtle Creek Wealth Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
Royal Bank of Canada
BlackRock
Pnc Financial Services
Goldman Sachs Group
Mariner Wealth Advisors
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index