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iShares Russell 3000 Growth Index shares owned by Potentia Wealth

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

Historical chart of Potentia 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 Potentia 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $516k 3.1k 164.54
2025-06-30 $472k 3.1k 150.40
2025-03-31 $399k 3.1k 127.08

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Global X Fds Defense Tech Etf (SHLD)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Blackstone Secd Lending Common Stock (BXSL)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
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Global X Fds Data Ctr & Digit (DTCR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Potentia Wealth

Top funds holding iShares Russell 3000 Growth Index

Morgan Stanley
LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Jpmorgan Chase & Co
Merit Financial Group
Raymond James Financial
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
Pnc Financial Services
Kestra Investment Management
Natixis Asset Management Advisors

View all funds holding iShares Russell 3000 Growth Index