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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.8K Hold
85
﹤0.01% 500
2026
Q1
$16.1K Buy
+85
New +$16.5K ﹤0.01% 462
2024
Q3
Sell
-70
Closed -$10.7K 185
2024
Q2
$10.7K Hold
70
﹤0.01% 188
2024
Q1
$11.1K Hold
70
﹤0.01% 180
2023
Q4
$10.9K Buy
+70
New +$9.7K ﹤0.01% 534

Other funds holding IWN

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

Turtle Creek Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 85 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Turtle Creek Wealth Advisors first reported a position in IWN in Q4 2023 and has held it in 5 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Turtle Creek Wealth Advisors held 85 shares of iShares Russell 2000 Value ETF worth $18.8K as of Q2 2026.
  • Turtle Creek Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #500 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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