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iShares Russell 3000 Growth Index shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management 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 Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $445k 3.4k 131.91
2024-06-30 $430k 3.4k 127.48
2024-03-31 $395k 3.4k 117.21
2022-09-30 $238k 3.0k 80.03
2022-06-30 $249k 3.0k 83.73
2022-03-31 $314k 3.0k 105.72
2021-12-31 $343k 3.0k 115.61

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Jpmorgan Chase & Co
Commonwealth Equity Services
Facet Wealth
Wells Fargo & Company
Kestra Investment Management
Pnc Financial Services
Royal Bank of Canada
Citizens Financial Group
Raymond James & Associates

View all funds holding iShares Russell 3000 Growth Index