Charles Schwab Trust »

iShares Russell 3000 Growth Index shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust 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 Charles Schwab Trust 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 Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $34M 256k 131.91
2024-06-30 $32M 252k 127.48
2024-03-31 $32M 269k 117.21
2023-12-31 $29M 280k 104.10
2023-09-30 $26M 272k 94.83
2023-06-30 $25M 276k 92.03
2023-03-31 $25M 286k 88.77
2022-12-31 $17M 208k 81.52
2022-09-30 $13M 157k 80.18