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Ishares Tr usa min vo shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo 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 Tr usa min vo by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $124k 1.3k 92.74

More positions owned by Turtle Creek Wealth Advisors

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Ishares Tr Core Msci Eafe (IEFA)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Lam Research Corp Com New (LRCX)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)
Kla Corp Com New (KLAC)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo