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iShares Russell 3000 Growth Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 180k 104.10
2023-09-30 $17M 176k 94.83
2023-06-30 $17M 176k 97.82
2023-03-31 $17M 191k 88.77
2022-12-31 $2.0M 196k 10.04
2022-09-30 $16M 198k 80.18
2022-06-30 $17M 203k 83.70
2022-03-31 $18M 158k 115.63
2021-12-31 $18M 158k 115.63
2021-09-30 $18M 170k 102.41
2021-06-30 $22M 214k 100.98
2021-03-31 $19M 213k 90.79
2020-12-31 $19M 215k 88.69
2020-09-30 $18M 220k 79.55
2020-06-30 $17M 237k 71.88
2020-03-31 $14M 237k 57.09
2019-12-31 $34M 495k 67.64
2019-09-30 $32M 507k 62.90
2019-06-30 $32M 517k 62.68
2019-03-31 $51M 847k 60.32
2018-12-31 $28M 540k 52.70
2018-09-30 $50M 804k 62.12
2018-06-30 $23M 399k 57.52
2018-03-31 $21M 392k 54.62
2017-12-31 $19M 349k 55.53
2017-09-30 $32M 627k 51.11
2017-06-30 $35M 721k 48.45
2017-03-31 $22M 484k 46.20
2016-12-31 $12M 273k 43.99
2016-09-30 $15M 364k 42.30
2016-06-30 $14M 175k 81.81
2016-03-31 $14M 178k 81.11
2015-12-31 $14M 170k 81.18
2015-09-30 $12M 161k 75.95
2015-06-30 $14M 173k 81.32
2015-03-31 $331k 4.1k 81.15
2014-12-31 $333k 4.3k 78.28
2014-09-30 $406k 5.4k 74.78
2014-06-30 $373k 5.0k 74.39

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
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Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
Jpmorgan Chase & Co
Ronald Blue Trust
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
Facet Wealth
Pnc Financial Services
Raymond James & Associates
Royal Bank of Canada
HighTower Advisors
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors
Legacy Financial Group
CI Private Wealth

View all funds holding iShares Russell 3000 Growth Index