TCWA
Turtle Creek Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Sell |
61,923
-9,826
| -14% | -$904K | 0.67% | 47 |
|
|
2025
Q1 | $6.1M | Buy |
71,749
+14,067
| +24% | +$1.2M | 0.91% | 37 |
|
|
2024
Q4 | $5.1M | Sell |
57,682
-342
| -0.6% | -$30.2K | 1.18% | 27 |
|
|
2024
Q3 | $5.11M | Sell |
58,024
-60
| -0.1% | -$5.29K | 1.03% | 34 |
|
|
2024
Q2 | $4.71M | Sell |
58,084
-779
| -1% | -$63.2K | 1.09% | 32 |
|
|
2024
Q1 | $4.95M | Buy |
58,863
+3,437
| +6% | +$289K | 1.21% | 22 |
|
|
2023
Q4 | $4.31M | Buy |
+55,426
| New | +$4.31M | 1.27% | 18 |
|