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iShares Russell 3000 Growth Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 3.0k 131.93
2024-06-30 $630k 4.9k 127.48
2024-03-31 $586k 5.0k 117.20
2023-12-31 $520k 5.0k 104.09
2023-09-30 $521k 5.5k 94.84
2023-06-30 $607k 6.2k 97.64
2023-03-31 $552k 6.2k 88.77
2022-12-31 $507k 6.2k 81.52
2022-09-30 $549k 6.9k 80.08
2022-06-30 $587k 7.0k 83.64
2022-03-31 $681k 7.0k 97.05
2021-12-31 $1.2M 10k 115.58
2021-09-30 $1.0M 10k 102.38
2021-06-30 $1.0M 10k 100.92
2021-03-31 $995k 11k 90.78
2020-12-31 $1.9M 22k 88.68
2020-09-30 $13M 167k 79.97
2020-06-30 $14M 191k 71.88
2020-03-31 $13M 229k 57.09
2019-12-31 $14M 211k 67.64
2019-09-30 $12M 192k 62.87
2019-06-30 $12M 193k 62.68
2019-03-31 $9.7M 162k 60.31
2018-12-31 $8.5M 162k 52.70
2018-09-30 $10M 165k 62.30
2018-06-30 $8.3M 145k 57.36
2018-03-31 $7.7M 140k 54.62
2017-12-31 $7.7M 143k 53.77
2017-09-30 $6.0M 118k 50.47
2017-06-30 $5.3M 111k 48.20
2017-03-31 $5.1M 111k 46.27
2016-12-31 $4.8M 107k 44.30
2016-09-30 $4.2M 100k 41.74
2016-06-30 $3.6M 44k 81.66
2016-03-31 $2.4M 29k 81.10
2015-12-31 $1.9M 24k 81.18

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth 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