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
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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 |
|---|---|---|---|
| 2024-09-30 | $13M | 210k | 62.32 |
| 2024-06-30 | $12M | 204k | 58.52 |
| 2024-03-31 | $10M | 167k | 60.74 |
| 2023-12-31 | $4.3M | 16k | 277.15 |
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