iShares Russell 3000 Growth Index shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in iShares Russell 3000 Growth Index
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All positions including iShares Russell 3000 Growth Index held by Ulland Investment 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 Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $913k | 6.9k | 131.92 |
| 2024-06-30 | $875k | 6.9k | 127.53 |
| 2024-03-31 | $808k | 6.9k | 117.25 |
| 2023-12-31 | $812k | 7.8k | 104.16 |
| 2023-09-30 | $1.3M | 14k | 94.85 |
| 2023-06-30 | $1.4M | 14k | 97.67 |
| 2023-03-31 | $1.4M | 15k | 88.80 |
| 2022-12-31 | $1.8M | 22k | 81.51 |
| 2022-09-30 | $2.2M | 27k | 80.17 |
| 2022-06-30 | $2.5M | 30k | 83.69 |
| 2022-03-31 | $3.7M | 35k | 105.67 |
| 2021-12-31 | $5.4M | 47k | 115.65 |
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