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iShares Russell 3000 Growth Index shares owned by Capital & Planning

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning 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 Capital & Planning 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 Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 76 155.11
2024-12-31 $10k 73 139.36

More positions owned by Capital & Planning

Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Southern Company Common Stock (SO)
Visa Common Stock (V)
Eli Lilly Common Stock (LLY)
Duke Energy Common Stock (DUK)
Apple Common Stock (AAPL)
Mcdonalds Corp Common Stock (MCD)
Caterpillar Common Stock (CAT)
Church & Dwight Common Stock (CHD)
Nvidia Corp Common Stock (NVDA)
Procter & Gamble Common Stock (PG)
Texas Instruments Common Stock (TXN)
Meta Platforms Common Stock (META)

View all positions for Capital & Planning

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
Morgan Stanley
LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Merit Financial Group
Ronald Blue Trust
Raymond James Financial
UBS Group
Natixis Asset Management Advisors
Royal Bank of Canada
Kestra Investment Management
Wells Fargo & Company
Pnc Financial Services
Facet Wealth

View all funds holding iShares Russell 3000 Growth Index