iShares Russell 3000 Growth Index shares owned by Planning Directions
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 17k | 164.54 |
| 2025-06-30 | $2.6M | 17k | 150.40 |
| 2025-03-31 | $2.3M | 18k | 127.08 |
| 2024-12-31 | $3.0M | 22k | 139.35 |
| 2024-09-30 | $2.9M | 22k | 131.91 |
| 2024-06-30 | $2.8M | 22k | 127.48 |
| 2024-03-31 | $2.7M | 23k | 117.21 |
| 2023-12-31 | $2.5M | 24k | 104.10 |
| 2023-09-30 | $2.3M | 25k | 94.82 |
| 2023-06-30 | $2.4M | 25k | 97.62 |
| 2023-03-31 | $2.1M | 24k | 88.77 |
| 2022-12-31 | $1.9M | 23k | 81.52 |
| 2022-09-30 | $1.9M | 23k | 80.16 |
| 2022-06-30 | $2.0M | 24k | 83.72 |
| 2022-03-31 | $2.7M | 25k | 105.64 |
| 2021-12-31 | $3.0M | 26k | 115.65 |
| 2021-09-30 | $2.6M | 26k | 102.42 |
| 2021-06-30 | $2.5M | 25k | 100.99 |
| 2021-03-31 | $2.4M | 26k | 90.77 |
| 2020-12-31 | $2.4M | 28k | 88.70 |
| 2020-09-30 | $2.3M | 29k | 80.00 |
| 2020-06-30 | $2.2M | 30k | 71.89 |
| 2019-12-31 | $2.1M | 31k | 67.62 |
| 2019-09-30 | $2.0M | 32k | 62.87 |
| 2019-06-30 | $2.1M | 33k | 62.67 |
| 2019-03-31 | $2.0M | 33k | 60.31 |
| 2018-12-31 | $1.6M | 31k | 52.68 |
| 2018-09-30 | $2.0M | 32k | 62.13 |
| 2018-06-30 | $1.8M | 31k | 57.21 |
| 2018-03-31 | $1.7M | 30k | 54.62 |
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