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Turtle Creek Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-71
Closed -$14.9K – 209
2024
Q1 		$14.9K Sell
71
-40
-36% -$8.41K ﹤0.01% 176
2023
Q4 		$22.3K Buy
+111
New +$22.3K 0.01% 395