Turtle Creek Wealth Advisors, LLC IWB Holdings History
Turtle Creek Wealth Advisors, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 23,967.00 shares of iShares Russell 1000 ETF(IWB), totaling $7.35 Mil. This investment constitutes 1.1% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 2 purchases of IWB, at an average price of $298.27, for a total of 59,705.00 shares. In addition, there have been 2 sales at an average price of $323.24 for 35,738.00 shares. Based on historical transaction data and IWB's current price of $345.18, Turtle Creek Wealth Advisors, LLC's estimated gain on his IWB holdings is $2.02 Mil, reflecting a 11.32% gain to date.
Turtle Creek Wealth Advisors, LLC IWB ($345.18) Holding Chart
Turtle Creek Wealth Advisors, LLC IWB ($345.18) 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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