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iShares Russell 3000 Growth Index shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 9.8k 127.47
2024-03-31 $903k 7.7k 117.22
2023-09-30 $755k 8.0k 94.82
2023-06-30 $781k 8.0k 97.64
2023-03-31 $699k 7.9k 88.79

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment Advisors

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
LPL Financial
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
Benjamin Edwards

View all funds holding iShares Russell 3000 Growth Index