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iShares Russell 3000 Growth Index shares owned by Peninsula Wealth

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

Historical chart of Peninsula 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 Peninsula 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.7M 51k 131.85
2024-03-31 $2.2M 19k 117.21

More positions owned by Peninsula Wealth

Snowflake Cl A (SNOW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Val Etf (IVE)
Oracle Corporation (ORCL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Peninsula Wealth

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