iShares Russell 3000 Growth Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 1.6k | 164.53 |
| 2025-06-30 | $240k | 1.6k | 150.35 |
| 2025-03-31 | $202k | 1.6k | 127.09 |
| 2024-12-31 | $221k | 1.6k | 139.35 |
| 2024-09-30 | $210k | 1.6k | 131.91 |
| 2024-06-30 | $202k | 1.6k | 127.48 |
| 2022-03-31 | $210k | 2.0k | 105.53 |
| 2021-12-31 | $230k | 2.0k | 115.58 |
| 2021-09-30 | $204k | 2.0k | 102.51 |
| 2021-06-30 | $201k | 2.0k | 101.01 |
| 2019-12-31 | $222k | 3.3k | 67.66 |
| 2019-09-30 | $206k | 3.3k | 62.79 |
| 2019-06-30 | $206k | 3.3k | 62.79 |
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