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iShares Russell 3000 Growth Index shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial Advisors 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 WMG Financial Advisors 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 2.8k 117.21
2023-12-31 $295k 2.8k 104.10

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American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Hormel Foods Corporation (HRL)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Us Mid C (AVMV)
American Centy Etf Tr Real Estate Etf (AVRE)
At&t (T)
Microsoft Corporation (MSFT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for WMG Financial Advisors

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