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iShares Russell 3000 Growth Index shares owned by Lumature Wealth Partners

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

Historical chart of Lumature Wealth Partners 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 Lumature Wealth Partners 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 Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $23k 233 97.64
2023-03-31 $21k 233 88.77
2022-12-31 $19k 233 81.52
2022-09-30 $19k 233 81.55
2022-06-30 $20k 233 85.84
2022-03-31 $25k 233 107.30
2021-12-31 $27k 233 115.88
2021-09-30 $24k 233 103.00

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Ronald Blue Trust
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Facet Wealth
Pnc Financial Services
FMR
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates

View all funds holding iShares Russell 3000 Growth Index