iShares S&P 500 Value Index shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 500 Value Index by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.2k | 206.51 |
| 2025-06-30 | $1.8M | 9.0k | 195.42 |
| 2024-09-30 | $1.5M | 7.7k | 197.17 |
| 2024-06-30 | $1.4M | 7.7k | 182.01 |
| 2024-03-31 | $1.5M | 8.1k | 186.81 |
| 2023-12-31 | $1.4M | 8.2k | 173.89 |
More positions owned by Turtle Creek Wealth Advisors
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