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iShares Dow Jones US Basic Mater. shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in iShares Dow Jones US Basic Mater.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Basic Mater. 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 Dow Jones US Basic Mater. by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $30k 206 147.73
2023-12-31 $29k 206 138.16

More positions owned by Turtle Creek Wealth Advisors

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

View all positions for Turtle Creek Wealth Advisors

Top funds holding iShares Dow Jones US Basic Mater.

Bank of America Corporation
Wells Fargo & Company
UBS Group
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Sachetta
Bank of Nova Scotia
Citadel Advisors
Advisor Group Holdings
AE Wealth Management
GW & Wade
Goldman Sachs Group
First Citizens Financial Corp
Pathway Financial Advisors

View all funds holding iShares Dow Jones US Basic Mater.