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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
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