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iShares Russell 3000 Growth Index shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 42k 117.21
2023-12-31 $4.4M 42k 104.10
2023-09-30 $4.2M 44k 94.83
2023-06-30 $4.0M 41k 97.64
2023-03-31 $3.6M 40k 88.77
2022-12-31 $3.4M 42k 81.52
2022-09-30 $3.2M 40k 80.18
2022-06-30 $3.2M 38k 83.69
2022-03-31 $4.0M 38k 105.67
2021-12-31 $4.0M 35k 115.63
2021-09-30 $2.8M 27k 102.40
2021-06-30 $1.7M 17k 101.00
2021-03-31 $1.7M 18k 90.80
2020-12-31 $783k 8.8k 88.70
2020-09-30 $567k 7.1k 79.94
2019-12-31 $225k 3.3k 67.77
2019-09-30 $201k 3.2k 62.79
2019-06-30 $205k 3.3k 62.56
2018-09-30 $202k 3.3k 62.02