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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

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Quarterly 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