Turtle Creek Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.87M Sell
2025
Q1
$2.52M Sell
2024
Q4
$2.99M Buy
2024
Q3
$2.61M Sell
2024
Q2
$2.59M Hold
2024
Q1
$2.36M Hold
2023
Q4
$2.1M Buy