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iShares Russell 3000 Growth Index shares owned by Windward Private Wealth Management

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

Historical chart of Windward Private 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 Windward Private 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 Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 39k 104.10
2023-09-30 $3.7M 39k 94.83
2023-06-30 $3.6M 37k 97.64
2023-03-31 $4.9M 55k 88.77
2022-12-31 $4.7M 58k 81.52
2022-09-30 $3.9M 49k 80.19
2022-06-30 $3.9M 47k 83.70
2022-03-31 $3.0M 29k 105.65
2021-12-31 $2.8M 24k 115.64
2021-09-30 $2.5M 24k 102.41
2021-06-30 $2.5M 25k 100.97
2021-03-31 $1.9M 21k 90.77
2020-12-31 $1.9M 21k 88.69