iShares Russell 3000 Growth Index shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $259k | 2.0k | 131.91 |
| 2024-06-30 | $250k | 2.0k | 127.48 |
| 2024-03-31 | $229k | 2.0k | 117.21 |
| 2023-12-31 | $203k | 2.0k | 104.10 |
| 2022-03-31 | $214k | 2.0k | 105.63 |
| 2021-12-31 | $234k | 2.0k | 115.50 |
| 2021-09-30 | $207k | 2.0k | 102.17 |
| 2021-06-30 | $205k | 2.0k | 101.18 |
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