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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$829K Buy
2,759
+182
+7% +$51.1K 0.04% 188
2026
Q1 		$639K Buy
2,577
+1,389
+117% +$358K 0.05% 194
2025
Q4 		$292K Sell
1,188
-4
-0.3% -$983 0.02% 307
2025
Q3 		$288K Buy
+1,192
New +$274K 0.03% 281
2024
Q2 		– Sell
-71
Closed -$14.9K – 209
2024
Q1 		$14.9K Sell
71
-40
-36% -$7.98K ﹤0.01% 176
2023
Q4 		$22.3K Buy
+111
New +$19.9K 0.01% 395

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's IWM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 7.1% in Q2 2026, buying an estimated $51.1K and bringing the position to 2,759 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #188.

Turtle Creek Wealth Advisors first reported a position in IWM in Q4 2023 and has held it in 6 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Turtle Creek Wealth Advisors held 2,759 shares of iShares Russell 2000 ETF worth $829K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 182 iShares Russell 2000 ETF shares in Q2 2026, an estimated $51.1K.
  • iShares Russell 2000 ETF made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.