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iShares Russell 3000 Growth Index shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors 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 New Wave Wealth Advisors 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8M 30k 127.48

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
Apple (AAPL)
Ishares Tr Msci India Etf (INDA)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for New Wave Wealth Advisors

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
Commonwealth Equity Services
UBS Group
Jpmorgan Chase & Co
Facet Wealth
Wells Fargo & Company
Pnc Financial Services
Kestra Investment Management
FMR
Royal Bank of Canada

View all funds holding iShares Russell 3000 Growth Index