iShares Russell 3000 Growth Index shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 52k | 117.21 |
| 2023-12-31 | $6.5M | 64k | 102.46 |
| 2023-09-30 | $5.2M | 55k | 94.83 |
| 2023-06-30 | $5.2M | 53k | 97.64 |
| 2023-03-31 | $4.3M | 48k | 88.77 |
| 2022-12-31 | $3.7M | 45k | 81.52 |
| 2022-09-30 | $2.8M | 35k | 80.18 |
| 2022-06-30 | $1.4M | 17k | 83.69 |
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