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iShares Russell 3000 Growth Index shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $632k 4.7k 133.30
2024-06-30 $604k 4.7k 127.48
2024-03-31 $566k 4.7k 119.54

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eaton Corp SHS (ETN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Visa Com Cl A (V)

View all positions for Maxwell Wealth Strategies

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Jpmorgan Chase & Co
Commonwealth Equity Services
Facet Wealth
Wells Fargo & Company
Kestra Investment Management
Pnc Financial Services
Royal Bank of Canada
Citizens Financial Group
Raymond James & Associates

View all funds holding iShares Russell 3000 Growth Index