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iShares Russell 3000 Growth Index shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth 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 Provenance Wealth 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 14k 164.54
2025-06-30 $2.1M 14k 150.40
2025-03-31 $1.9M 15k 127.08
2024-12-31 $2.2M 16k 139.35
2024-09-30 $2.1M 16k 131.91
2024-06-30 $2.0M 16k 127.48
2024-03-31 $1.9M 16k 117.21
2023-12-31 $1.7M 17k 104.10
2023-09-30 $1.6M 17k 94.83