Turtle Creek Wealth Advisors, LLC IJH Holdings History
Turtle Creek Wealth Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 264,587.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $15.44 Mil. This investment constitutes 2.3% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 5 purchases of IJH, at an average price of $56.52, for a total of 264,587.00 shares. Based on historical transaction data and IJH's current price of $63.46, Turtle Creek Wealth Advisors, LLC's estimated gain on his IJH holdings is $1.84 Mil, reflecting a 12.28% gain to date.
Turtle Creek Wealth Advisors, LLC IJH ($63.46) Holding Chart
Turtle Creek Wealth Advisors, LLC IJH ($63.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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