iShares Russell Midcap Index Fund shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.6M | 59k | 96.27 |
| 2025-09-30 | $5.4M | 56k | 96.55 |
| 2025-06-30 | $5.7M | 62k | 91.97 |
| 2025-03-31 | $6.1M | 72k | 85.07 |
| 2024-12-31 | $5.1M | 58k | 88.40 |
| 2024-09-30 | $5.1M | 58k | 88.14 |
| 2024-06-30 | $4.7M | 58k | 81.08 |
| 2024-03-31 | $4.9M | 59k | 84.09 |
| 2023-12-31 | $4.3M | 55k | 77.73 |
More positions owned by Turtle Creek Wealth Advisors
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