iShares S&P 500 Growth Index shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 114k | 120.72 |
| 2025-06-30 | $2.9M | 26k | 110.10 |
| 2025-03-31 | $2.5M | 27k | 92.83 |
| 2024-12-31 | $3.0M | 29k | 101.53 |
| 2024-09-30 | $2.6M | 27k | 95.75 |
| 2024-06-30 | $2.6M | 28k | 92.54 |
| 2024-03-31 | $2.4M | 28k | 84.44 |
| 2023-12-31 | $2.1M | 28k | 75.10 |
More positions owned by Turtle Creek Wealth Advisors
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