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iShares Russell 3000 Growth Index shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $920k 6.6k 139.35
2024-09-30 $886k 6.7k 131.91
2024-06-30 $817k 6.4k 127.48
2024-03-31 $823k 7.0k 117.20

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

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
UBS Group
Raymond James Financial
Wells Fargo & Company
Kestra Investment Management
Royal Bank of Canada
Pnc Financial Services
FMR

View all funds holding iShares Russell 3000 Growth Index