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
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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
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Quarterly reported holdings in iShares S&P 500 Index by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.1k | 669.27 |
| 2025-06-30 | $4.0M | 6.4k | 620.88 |
| 2025-03-31 | $2.5M | 4.4k | 561.84 |
| 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
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