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iShares Russell 3000 Growth Index shares owned by Charter Trust

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

Historical chart of Charter 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 Charter Trust 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 Charter Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 1.4k 164.54
2025-06-30 $213k 1.4k 150.40

More positions owned by Charter Trust

Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Costco Wholesale Corporation (COST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)

View all positions for Charter Trust

Top funds holding iShares Russell 3000 Growth Index

Morgan Stanley
LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Jpmorgan Chase & Co
Merit Financial Group
Raymond James Financial
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
Pnc Financial Services
Kestra Investment Management
Natixis Asset Management Advisors

View all funds holding iShares Russell 3000 Growth Index