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iShares Russell 3000 Growth Index shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family 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 Morton Brown Family 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $78k 471 164.54
2025-06-30 $71k 471 150.40
2025-03-31 $60k 471 127.08
2024-12-31 $66k 471 139.35
2024-09-30 $62k 471 131.91
2024-06-30 $77k 599 127.79
2024-03-31 $55k 471 117.21
2023-12-31 $49k 471 104.10
2023-09-30 $94k 993 94.83
2023-06-30 $97k 993 97.64
2023-03-31 $88k 993 88.77
2022-12-31 $81k 993 81.52
2022-09-30 $80k 993 80.56
2022-06-30 $83k 993 83.59
2022-03-31 $105k 993 105.74
2021-12-31 $115k 993 115.81