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iShares Russell 3000 Growth Index shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 15k 94.83
2023-06-30 $1.4M 14k 97.64
2023-03-31 $6.5M 74k 88.77
2022-12-31 $14M 170k 81.52
2022-09-30 $9.2M 114k 80.18
2022-06-30 $6.3M 76k 83.70
2022-03-31 $5.6M 53k 105.65
2021-12-31 $4.3M 37k 115.64
2021-09-30 $1.7M 17k 102.44
2021-06-30 $540k 5.3k 101.05

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
Jpmorgan Chase & Co
Ronald Blue Trust
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Facet Wealth
Pnc Financial Services
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates
Raymond James Financial Services Advisors
Bank of New York Mellon
Benjamin F. Edwards & Company
Legacy Financial Group

View all funds holding iShares Russell 3000 Growth Index