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iShares Russell 1000 Index shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 22k 314.39
2024-06-30 $6.6M 22k 297.54
2024-03-31 $6.5M 22k 288.03
2023-12-31 $3.8M 14k 262.26