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iShares Russell 3000 Growth Index shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management 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 SHP Wealth Management 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $78M 466k 167.95

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding iShares Russell 3000 Growth Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Wells Fargo & Company
Kestra Investment Management
Royal Bank of Canada
Commonwealth Equity Services
Pnc Financial Services
Natixis Asset Management Advisors
Facet Wealth

View all funds holding iShares Russell 3000 Growth Index