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iShares Russell 3000 Growth Index shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 64k 116.44
2023-12-31 $7.0M 63k 110.72
2023-09-30 $5.9M 59k 99.60
2023-06-30 $7.9M 81k 97.59
2023-03-31 $238k 2.7k 89.78