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iShares Russell 3000 Growth Index shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth Index held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Growth Index by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 2.0k 117.21
2023-12-31 $213k 2.0k 104.10
2022-03-31 $215k 2.0k 105.19
2021-12-31 $236k 2.0k 115.46
2021-09-30 $209k 2.0k 102.25
2021-06-30 $206k 2.0k 100.78