iShares Russell 3000 Growth Index shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 4.8k | 164.54 |
| 2025-06-30 | $894k | 5.9k | 150.41 |
| 2025-03-31 | $742k | 5.8k | 127.08 |
| 2022-03-31 | $276k | 2.6k | 105.54 |
| 2021-12-31 | $620k | 5.4k | 115.50 |
| 2021-09-30 | $3.4M | 33k | 102.38 |
| 2021-06-30 | $6.0M | 60k | 100.98 |
| 2021-03-31 | $5.3M | 58k | 90.79 |
| 2020-12-31 | $4.9M | 55k | 88.69 |
| 2020-09-30 | $2.2M | 28k | 79.99 |
| 2020-06-30 | $1.9M | 26k | 71.87 |
| 2020-03-31 | $1.3M | 22k | 57.09 |
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