Cassady Schiller Wealth Management »

iShares Russell 3000 Growth Index shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Growth Index by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 145 131.91
2024-06-30 $19k 145 127.48
2024-03-31 $17k 145 117.21
2023-12-31 $15k 145 104.10
2023-09-30 $14k 145 94.83

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Cintas Corporation (CTAS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Paylocity Holding Corporation (PCTY)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller 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