iShares Russell 3000 Growth Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $184k | 1.4k | 131.91 |
| 2024-06-30 | $178k | 1.4k | 127.48 |
| 2024-03-31 | $163k | 1.4k | 117.21 |
| 2023-12-31 | $145k | 1.4k | 104.10 |
| 2023-09-30 | $132k | 1.4k | 94.83 |
| 2023-06-30 | $136k | 1.4k | 97.64 |
| 2023-03-31 | $124k | 1.4k | 88.77 |
| 2022-12-31 | $114k | 1.4k | 81.52 |
| 2022-09-30 | $112k | 1.4k | 80.34 |
| 2022-06-30 | $117k | 1.4k | 83.93 |
| 2022-03-31 | $147k | 1.4k | 105.45 |
| 2021-12-31 | $161k | 1.4k | 115.50 |
| 2021-09-30 | $143k | 1.4k | 102.58 |
| 2021-06-30 | $163k | 1.6k | 100.80 |
| 2021-03-31 | $147k | 1.6k | 90.97 |
| 2020-12-31 | $143k | 1.6k | 88.49 |
| 2020-09-30 | $141k | 1.8k | 80.02 |
| 2020-06-30 | $127k | 1.8k | 72.08 |
| 2020-03-31 | $100k | 1.8k | 56.82 |
| 2019-12-31 | $119k | 1.8k | 67.61 |
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