Turtle Creek Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.7M	Sell
2025 Q1	$6.1M	Buy
2024 Q4	$5.1M	Sell
2024 Q3	$5.11M	Sell
2024 Q2	$4.71M	Sell
2024 Q1	$4.95M	Buy
2023 Q4	$4.31M	Buy