Turtle Creek Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Turtle Creek Wealth Advisors's IJJ Position: Q2 2026 in Review
Turtle Creek Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,090 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #459.
Turtle Creek Wealth Advisors first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Turtle Creek Wealth Advisors held 1,090 shares of iShares S&P Mid-Cap 400 Value ETF worth $161K as of Q2 2026.
- Turtle Creek Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #459 holding.
- Turtle Creek Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.