Turtle Creek Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.05M Buy
2025
Q1
$7.35M Sell
2024
Q4
$19.2M Buy
2024
Q3
$7.03M Hold
2024
Q2
$6.65M Sell
2024
Q1
$6.47M Buy
2023
Q4
$3.77M Buy