Kestra Private Wealth Services »

iShares Russell 3000 Growth Index shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Growth Index by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 53k 131.91
2024-06-30 $8.4M 66k 127.48
2024-03-31 $9.6M 82k 117.21
2023-12-31 $12M 111k 104.10
2023-09-30 $9.8M 103k 94.83
2023-06-30 $8.7M 89k 97.64
2023-03-31 $1.5M 17k 88.77
2022-12-31 $922k 11k 81.52
2022-09-30 $305k 3.8k 80.22
2022-06-30 $283k 3.4k 83.63
2022-03-31 $429k 4.1k 105.64
2021-12-31 $530k 4.6k 115.64
2021-09-30 $465k 4.5k 102.38
2021-06-30 $458k 4.5k 100.90
2021-03-31 $415k 4.6k 90.85
2020-12-31 $403k 4.6k 88.30
2020-09-30 $400k 5.0k 79.94