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iShares Russell 3000 Growth Index shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 3.2k 131.91
2024-06-30 $409k 3.2k 127.48
2024-03-31 $376k 3.2k 117.21
2023-12-31 $341k 3.3k 104.10
2023-09-30 $302k 3.2k 94.83

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Jpmorgan Chase & Co
Commonwealth Equity Services
Facet Wealth
Wells Fargo & Company
Kestra Investment Management
Pnc Financial Services
Royal Bank of Canada
Citizens Financial Group
Raymond James & Associates

View all funds holding iShares Russell 3000 Growth Index