Turtle Creek Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Turtle Creek Wealth Advisors's IWR Position: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q1 2026, selling an estimated $852K and leaving 50,162 shares worth $4.88M. The position accounts for 0.37% of the portfolio, ranked #70.
Turtle Creek Wealth Advisors first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.1M in Q1 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Turtle Creek Wealth Advisors held 50,162 shares of iShares Russell Mid-Cap ETF worth $4.88M as of Q1 2026.
- Turtle Creek Wealth Advisors sold 8,525 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $852K.
- iShares Russell Mid-Cap ETF made up 0.37% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #70 holding.
- Turtle Creek Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
- Turtle Creek Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $6.1M in Q1 2025.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.