Turtle Creek Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Other funds holding IWB
Turtle Creek Wealth Advisors's IWB Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q2 2026, buying an estimated $285K and bringing the position to 28,109 shares worth $11.5M. The position accounts for 0.61% of the portfolio, ranked #41.
Turtle Creek Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.2M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Turtle Creek Wealth Advisors held 28,109 shares of iShares Russell 1000 ETF worth $11.5M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 720 iShares Russell 1000 ETF shares in Q2 2026, an estimated $285K.
- iShares Russell 1000 ETF made up 0.61% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #41 holding.
- Turtle Creek Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
- Turtle Creek Wealth Advisors's iShares Russell 1000 ETF position peaked at $19.2M in Q4 2024.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.