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iShares S&P 1500 Index Fund shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.8M 66k 118.78
2024-03-31 $7.6M 66k 115.30
2023-12-31 $7.1M 67k 105.23