iShares Russell 3000 Growth Index shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak 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 Heritage Oak 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 Heritage Oak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.9M | 29k | 131.91 |
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