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iShares Russell 3000 Growth Index shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 11k 134.32
2024-06-30 $1.4M 11k 132.11
2024-03-31 $1.3M 11k 118.18
2023-09-30 $565k 5.8k 96.88
2023-06-30 $571k 5.8k 98.36
2023-03-31 $549k 5.8k 94.15

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Ishares Tr Core High Dv Etf (HDV)
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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
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Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

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