TCWA
Turtle Creek Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
265,492
+905
| +0.3% | +$56.1K | 1.94% | 7 |
|
|
2025
Q1 | $15.4M | Buy |
264,587
+36,995
| +16% | +$2.16M | 2.3% | 8 |
|
|
2024
Q4 | $14.2M | Buy |
227,592
+17,704
| +8% | +$1.1M | 3.27% | 9 |
|
|
2024
Q3 | $13.1M | Buy |
209,888
+5,901
| +3% | +$368K | 2.62% | 6 |
|
|
2024
Q2 | $11.9M | Buy |
203,987
+36,939
| +22% | +$2.16M | 2.76% | 5 |
|
|
2024
Q1 | $10.1M | Buy |
167,048
+151,367
| +965% | +$9.19M | 2.49% | 6 |
|
|
2023
Q4 | $4.35M | Buy |
+15,681
| New | +$4.35M | 1.28% | 17 |
|