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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.77M	Buy	27,389 +227	+0.8%	+$84.6K	0.74%	36
2025 Q4	$10.1M	Hold	27,162	–	–	0.8%	37
2025 Q3	$9.93M	Buy	27,162 +523	+2%	+$184K	0.89%	32
2025 Q2	$9.05M	Buy	26,639 +2,672	+11%	+$839K	1.07%	25
2025 Q1	$7.35M	Sell	23,967 -35,637	-60%	-$11.5M	1.1%	27
2024 Q4	$19.2M	Buy	59,604 +37,256	+167%	+$12.1M	4.43%	4
2024 Q3	$7.03M	Hold	22,348	–	–	1.41%	18
2024 Q2	$6.65M	Sell	22,348 -101	-0.4%	-$29K	1.54%	15
2024 Q1	$6.47M	Buy	22,449 +8,067	+56%	+$2.21M	1.59%	12
2023 Q4	$3.77M	Buy	+14,382	New	+$3.52M	1.11%	25

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Turtle Creek Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.84% in Q1 2026, buying an estimated $84.6K and bringing the position to 27,389 shares worth $9.77M. The position accounts for 0.74% of the portfolio, ranked #36.

Turtle Creek Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.2M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Turtle Creek Wealth Advisors held 27,389 shares of iShares Russell 1000 ETF worth $9.77M as of Q1 2026.
Turtle Creek Wealth Advisors bought 227 iShares Russell 1000 ETF shares in Q1 2026, an estimated $84.6K.
iShares Russell 1000 ETF made up 0.74% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's iShares Russell 1000 ETF position peaked at $19.2M in Q4 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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