TCWA
Turtle Creek Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
5,373
-1,255
| -19% | -$533K | 0.27% | 82 |
|
|
2025
Q1 | $2.39M | Buy |
+6,628
| New | +$2.39M | 0.36% | 75 |
|
|
2024
Q4 | – | Sell |
-3,443
| Closed | -$1.29M | – | 119 |
|
|
2024
Q3 | $1.29M | Buy |
3,443
+37
| +1% | +$13.9K | 0.26% | 68 |
|
|
2024
Q2 | $1.24M | Sell |
3,406
-65
| -2% | -$23.7K | 0.29% | 67 |
|
|
2024
Q1 | $1.17M | Buy |
3,471
+1,551
| +81% | +$523K | 0.29% | 69 |
|
|
2023
Q4 | $582K | Buy |
+1,920
| New | +$582K | 0.17% | 83 |
|