iShares Russell 3000 Growth Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Growth Index by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 8.6k | 169.83 |
| 2025-06-30 | $1.3M | 8.6k | 155.76 |
| 2025-03-31 | $1.1M | 8.7k | 121.30 |
| 2024-12-31 | $1.2M | 8.6k | 143.87 |
| 2024-09-30 | $1.1M | 8.6k | 131.44 |
| 2024-06-30 | $1.1M | 8.6k | 122.90 |
| 2024-03-31 | $1.1M | 9.8k | 112.32 |
| 2023-12-31 | $1.2M | 11k | 108.39 |
| 2023-09-30 | $994k | 11k | 92.75 |
| 2023-06-30 | $1.1M | 11k | 97.95 |
| 2023-03-31 | $988k | 11k | 89.99 |
| 2022-12-31 | $970k | 11k | 86.16 |
| 2022-09-30 | $934k | 11k | 82.99 |
| 2022-06-30 | $990k | 11k | 87.73 |
| 2022-03-31 | $1.2M | 11k | 102.75 |
| 2021-12-31 | $1.1M | 11k | 100.37 |
| 2021-09-30 | $1.4M | 12k | 114.29 |
| 2021-06-30 | $1.2M | 12k | 102.69 |
| 2021-03-31 | $1.2M | 12k | 97.56 |
| 2020-12-31 | $1.1M | 12k | 88.95 |
| 2020-09-30 | $1.2M | 14k | 84.39 |
| 2020-06-30 | $1.1M | 14k | 75.77 |
| 2020-03-31 | $935k | 14k | 65.58 |
| 2019-12-31 | $978k | 14k | 69.05 |
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