iShares Russell 3000 Growth Index shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $225k | 1.7k | 131.92 |
| 2024-06-30 | $219k | 1.7k | 127.47 |
| 2024-03-31 | $202k | 1.7k | 117.19 |
| 2022-12-31 | $201k | 2.5k | 81.51 |
| 2022-09-30 | $208k | 2.6k | 80.15 |
| 2022-06-30 | $265k | 3.2k | 83.75 |
| 2021-12-31 | $686k | 5.9k | 115.59 |
| 2021-03-31 | $551k | 5.2k | 105.58 |
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