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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
2024-06-30 $6.6M 22k 297.54
2024-03-31 $6.5M 22k 288.03
2023-12-31 $3.8M 14k 262.26

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Blue Owl Capital Com Cl A (OWL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Lam Research Corporation (LRCX)
JPMorgan Chase & Co. (JPM)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Turtle Creek Wealth Advisors

Top funds holding iShares Russell 1000 Index

Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Pnc Financial Services
Goldman Sachs Group
LPL Financial
BlackRock
Colony
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Johnson Investment Counsel
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co

View all funds holding iShares Russell 1000 Index