Turtle Creek Wealth Advisors »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $628k 5.3k 117.50

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Chevron Corporation (CVX)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Lam Research Corp Com New (LRCX)
Caterpillar (CAT)
Alphabet Cap Stk Cl A (GOOGL)
Kla Corp Com New (KLAC)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Applied Materials (AMAT)

View all positions for Turtle Creek Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
Envestnet Asset Management
Pnc Financial Services
UBS Group
Pinkerton Retirement Specialists
Raymond James Financial
LPL Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Growth