TCWA
Turtle Creek Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,950
| Closed | -$210K | – | 112 |
|
|
2024
Q3 | $210K | Hold |
1,950
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $190K | Hold |
1,950
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $200K | Hold |
1,950
| – | – | 0.05% | 148 |
|
|
2023
Q4 | $201K | Buy |
+1,950
| New | +$201K | 0.06% | 146 |
|