Turtle Creek Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Turtle Creek Wealth Advisors's IJH Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q2 2026, buying an estimated $6.2M and bringing the position to 412,137 shares worth $31.8M. The position accounts for 1.68% of the portfolio, ranked #14.

Turtle Creek Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

• Turtle Creek Wealth Advisors held 412,137 shares of iShares Core S&P Mid-Cap ETF worth $31.8M as of Q2 2026.
• Turtle Creek Wealth Advisors bought 84,555 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.2M.
• iShares Core S&P Mid-Cap ETF made up 1.68% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #14 holding.
• Turtle Creek Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
• 1,591 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.