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iShares Russell 3000 Growth Index shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $338k 2.0k 165.59

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds Dec 2033 (IBDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Heritage Ins Hldgs (HRTG)
Amazon (AMZN)

View all positions for Instrumental Wealth

Top funds holding iShares Russell 3000 Growth Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Wells Fargo & Company
Kestra Investment Management
Royal Bank of Canada
Commonwealth Equity Services
Pnc Financial Services
Natixis Asset Management Advisors
Facet Wealth

View all funds holding iShares Russell 3000 Growth Index