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iShares Russell 3000 Growth Index shares owned by Family Firm

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

Historical chart of Family Firm investment in iShares Russell 3000 Growth Index

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All positions including iShares Russell 3000 Growth Index held by Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 13k 131.91
2024-06-30 $1.7M 13k 127.48
2024-03-31 $1.7M 14k 117.21
2023-12-31 $1.5M 14k 104.10
2023-09-30 $1.6M 17k 94.83
2023-06-30 $1.7M 18k 97.64
2023-03-31 $1.6M 18k 88.77
2022-12-31 $1.4M 17k 81.52
2022-09-30 $1.5M 13k 115.67
2022-06-30 $1.5M 13k 115.67
2022-03-31 $1.5M 13k 115.67
2021-12-31 $1.5M 13k 115.67
2021-09-30 $1.4M 13k 108.11
2021-06-30 $1.3M 13k 100.99
2021-03-31 $1.2M 14k 90.80
2020-12-31 $1.2M 14k 87.89
2020-09-30 $1.1M 13k 79.95
2020-06-30 $989k 14k 71.84
2020-03-31 $817k 14k 57.10
2019-12-31 $968k 14k 67.66
2019-09-30 $898k 14k 62.87
2019-06-30 $895k 14k 62.66
2019-03-31 $861k 14k 60.34
2018-12-31 $752k 14k 52.73
2018-09-30 $885k 14k 62.15
2018-06-30 $814k 14k 57.20
2018-03-31 $777k 14k 54.60
2017-12-31 $784k 15k 53.79
2017-09-30 $735k 15k 50.51
2017-06-30 $716k 15k 48.20
2017-03-31 $689k 15k 46.38
2016-12-31 $637k 15k 42.90
2016-09-30 $661k 16k 42.55
2016-06-30 $634k 7.8k 81.68
2016-03-31 $630k 7.8k 81.16
2015-12-31 $635k 7.8k 81.14
2015-09-30 $594k 7.8k 75.94
2015-06-30 $640k 7.9k 81.32
2015-03-31 $639k 7.9k 81.26
2014-12-31 $676k 8.6k 78.34

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Tips Bond Etf Etf (TIP)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares International Treasury Bond Etf Etf (IGOV)
Nvidia Corporation Stock (NVDA)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

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