iShares Russell 3000 Growth Index shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in iShares Russell 3000 Growth Index
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All positions including iShares Russell 3000 Growth Index held by Beacon Harbor Wealth 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 Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $389k | 2.3k | 167.94 |
| 2025-09-30 | $381k | 2.3k | 164.54 |
| 2025-06-30 | $348k | 2.3k | 150.40 |
| 2025-03-31 | $294k | 2.3k | 127.08 |
| 2024-12-31 | $323k | 2.3k | 139.35 |
| 2024-09-30 | $305k | 2.3k | 131.81 |
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