iShares Russell 3000 Growth Index shares owned by KWB Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 1.8k | 150.41 |
| 2025-06-30 | $238k | 1.9k | 127.11 |
| 2025-03-31 | $258k | 1.8k | 139.39 |
| 2024-12-31 | $258k | 2.0k | 131.94 |
| 2024-09-30 | $259k | 2.0k | 127.51 |
| 2024-06-30 | $254k | 2.2k | 117.21 |
| 2024-03-31 | $375k | 3.2k | 117.21 |
| 2023-12-31 | $338k | 3.2k | 104.10 |
| 2023-09-30 | $323k | 3.3k | 97.64 |
| 2023-06-30 | $327k | 3.4k | 97.63 |
| 2023-03-31 | $285k | 3.5k | 81.51 |
| 2022-12-31 | $285k | 3.5k | 81.51 |
| 2022-09-30 | $280k | 3.5k | 80.14 |
| 2022-06-30 | $442k | 5.3k | 83.66 |
| 2022-03-31 | $608k | 5.3k | 115.55 |
| 2021-12-31 | $608k | 5.3k | 115.55 |
| 2021-09-30 | $541k | 5.3k | 102.50 |
| 2021-06-30 | $682k | 7.5k | 90.78 |
| 2021-03-31 | $682k | 7.5k | 90.78 |
| 2020-12-31 | $903k | 10k | 88.66 |
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