ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 8,195 Value ($000) $1,724 Avg Close — Range —
Q3 2025
Shares 6,085 Value ($000) $1,239 Avg Close — Range —
Q2 2025
Shares 6,085 Value ($000) $1,182 Avg Close — Range —
Q3 2024
Shares 9,001 Value ($000) $1,708 Avg Close — Range —
Q2 2024
Shares 9,478 Value ($000) $1,654 Avg Close — Range —
Q1 2024
Shares 9,478 Value ($000) $1,698 Avg Close — Range —
Q4 2023
Shares 6,908 Value ($000) $1,142 Avg Close — Range —