ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Turtle Creek Wealth Advisors, LLC's Holding History (CIK: 0002007171)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 116,754 Value ($000) $14,391 Avg Close — Range —
Q3 2025
Shares 114,230 Value ($000) $13,790 Avg Close — Range —
Q2 2025
Shares 26,077 Value ($000) $2,871 Avg Close — Range —
Q1 2025
Shares 27,170 Value ($000) $2,522 Avg Close — Range —
Q4 2024
Shares 29,438 Value ($000) $2,989 Avg Close — Range —
Q3 2024
Shares 27,268 Value ($000) $2,611 Avg Close — Range —
Q2 2024
Shares 28,006 Value ($000) $2,592 Avg Close — Range —
Q1 2024
Shares 28,006 Value ($000) $2,365 Avg Close — Range —
Q4 2023
Shares 28,006 Value ($000) $2,103 Avg Close — Range —