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iShares Russell 3000 Growth Index shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points 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 Twelve Points 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $742k 5.6k 131.92
2024-06-30 $607k 4.8k 127.49
2024-03-31 $324k 2.8k 117.19
2023-12-31 $228k 2.2k 104.11

More positions owned by Twelve Points Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Asa Gold And Precious Mtls L SHS (ASA)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Doubleline Opportunistic Cr (DBL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Nuveen Equity Premium Income Fund (BXMX)

View all positions for Twelve Points Wealth Management

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