TCWA
Turtle Creek Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
+6,085
| New | +$1.18M | 0.14% | 109 |
|
|
2024
Q4 | – | Sell |
-9,001
| Closed | -$1.71M | – | 118 |
|
|
2024
Q3 | $1.71M | Sell |
9,001
-477
| -5% | -$90.5K | 0.34% | 62 |
|
|
2024
Q2 | $1.65M | Hold |
9,478
| – | – | 0.38% | 57 |
|
|
2024
Q1 | $1.7M | Buy |
9,478
+2,570
| +37% | +$460K | 0.42% | 62 |
|
|
2023
Q4 | $1.14M | Buy |
+6,908
| New | +$1.14M | 0.34% | 67 |
|