iShares Russell 3000 Growth Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Growth Index by Wescott Financial Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $778k | 5.9k | 131.91 |
2024-06-30 | $751k | 5.9k | 127.48 |
2024-03-31 | $689k | 5.9k | 117.21 |
2023-09-30 | $553k | 5.8k | 94.83 |
2023-06-30 | $570k | 5.8k | 97.64 |
2023-03-31 | $567k | 6.4k | 88.78 |
2022-12-31 | $530k | 6.5k | 81.52 |
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