iShares Russell 3000 Growth Index shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares Russell 3000 Growth Index
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All positions including iShares Russell 3000 Growth Index held by Concurrent Investment Advisors 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 Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 106k | 164.54 |
| 2025-06-30 | $15M | 102k | 150.40 |
| 2025-03-31 | $13M | 102k | 127.08 |
| 2024-12-31 | $13M | 94k | 139.35 |
| 2024-09-30 | $12M | 92k | 131.91 |
| 2024-06-30 | $12M | 93k | 127.48 |
| 2024-03-31 | $10M | 85k | 117.21 |
| 2023-12-31 | $7.2M | 69k | 104.10 |
More positions owned by Concurrent Investment Advisors
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