TCWA
Turtle Creek Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Buy |
26,639
+2,672
| +11% | +$907K | 1.07% | 25 |
|
|
2025
Q1 | $7.35M | Sell |
23,967
-35,637
| -60% | -$10.9M | 1.1% | 27 |
|
|
2024
Q4 | $19.2M | Buy |
59,604
+37,256
| +167% | +$12M | 4.43% | 4 |
|
|
2024
Q3 | $7.03M | Hold |
22,348
| – | – | 1.41% | 18 |
|
|
2024
Q2 | $6.65M | Sell |
22,348
-101
| -0.4% | -$30.1K | 1.54% | 15 |
|
|
2024
Q1 | $6.47M | Buy |
22,449
+8,067
| +56% | +$2.32M | 1.59% | 12 |
|
|
2023
Q4 | $3.77M | Buy |
+14,382
| New | +$3.77M | 1.11% | 25 |
|