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Tanglewood Legacy Advisors »

iShares Russell 3000 Growth Index shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$44M	332k	131.91
2024-06-30	$42M	332k	127.48
2024-03-31	$37M	314k	117.21
2023-12-31	$32M	306k	104.10
2023-09-30	$28M	293k	94.83
2023-06-30	$29M	292k	97.64
2023-03-31	$26M	289k	88.77
2022-12-31	$23M	287k	81.52

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Pgim Aaa MF Closed and MF Open (PAAA)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

SPDR S&P MF Closed and MF Open (SPY)

First Trust MF Closed and MF Open (DAPR)

Apple Common Stock (AAPL)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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

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