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iShares Russell 3000 Growth Index shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 123 164.54
2025-06-30 $19k 123 150.40

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Vanguard S&p 500 Etf Etf (VOO)
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Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

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