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iShares Russell 3000 Growth Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 389 164.39
2025-06-30 $58k 388 150.43
2025-03-31 $68k 492 138.56
2024-12-31 $68k 491 139.04

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
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Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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