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iShares Russell 3000 Growth Index shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21k 182 117.21
2023-12-31 $18k 219 81.52
2023-09-30 $19k 205 94.83
2023-06-30 $20k 205 97.64
2023-03-31 $19k 219 88.77
2022-12-31 $18k 219 81.52
2022-09-30 $18k 219 80.18
2022-06-30 $19k 226 83.70