iShares Russell 3000 Growth Index shares owned by Ullmann Financial
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $706k | 6.8k | 104.10 |
| 2023-09-30 | $508k | 5.4k | 94.84 |
| 2023-06-30 | $524k | 5.4k | 97.65 |
| 2023-03-31 | $726k | 8.2k | 88.77 |
| 2022-12-31 | $666k | 8.2k | 81.52 |
| 2022-09-30 | $654k | 8.2k | 80.17 |
| 2022-06-30 | $682k | 8.1k | 83.71 |
| 2022-03-31 | $1.0M | 9.6k | 105.71 |
| 2021-12-31 | $1.1M | 9.6k | 115.61 |
| 2021-09-30 | $834k | 8.1k | 102.41 |
| 2021-06-30 | $822k | 8.1k | 100.95 |
| 2021-03-31 | $739k | 8.1k | 90.76 |
| 2020-12-31 | $858k | 9.7k | 88.71 |
| 2020-09-30 | $773k | 9.7k | 79.93 |
| 2020-06-30 | $695k | 9.7k | 71.88 |
| 2020-03-31 | $551k | 9.7k | 57.00 |
| 2019-12-31 | $654k | 9.7k | 67.66 |
| 2019-09-30 | $607k | 9.7k | 62.82 |
| 2019-06-30 | $605k | 9.7k | 62.63 |
| 2019-03-31 | $583k | 9.7k | 60.36 |
| 2018-12-31 | $764k | 15k | 52.69 |
| 2018-09-30 | $909k | 15k | 62.07 |
| 2018-06-30 | $837k | 15k | 57.15 |
| 2018-03-31 | $796k | 15k | 53.20 |
| 2017-12-31 | $881k | 16k | 53.73 |
| 2017-09-30 | $964k | 23k | 42.55 |
| 2017-06-30 | $790k | 16k | 48.18 |
| 2017-03-31 | $707k | 15k | 46.38 |
| 2016-12-31 | $788k | 18k | 44.59 |
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