Turtle Creek Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Hold	1,950	–	–	0.02%	375
2025 Q4	$222K	Hold	1,950	–	–	0.02%	364
2025 Q3	$216K	Buy	+1,950	New	+$207K	0.02%	337
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	+$178K	0.06%	146

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Turtle Creek Wealth Advisors's IJS Position: Q1 2026 in Review

Turtle Creek Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 1,950 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #375.

Turtle Creek Wealth Advisors first reported a position in IJS in Q4 2023 and has held it in 7 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Turtle Creek Wealth Advisors held 1,950 shares of iShares S&P Small-Cap 600 Value ETF worth $231K as of Q1 2026.
Turtle Creek Wealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #375 holding.
Turtle Creek Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 7 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.