iShares S&P 500 Index shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 4.6k | 576.76 |
| 2024-06-30 | $2.5M | 4.6k | 547.21 |
| 2024-03-31 | $2.2M | 4.2k | 525.76 |
| 2023-12-31 | $2.0M | 4.2k | 477.63 |
More positions owned by Turtle Creek Wealth Advisors
View all positions for Turtle Creek Wealth Advisors