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iShares Russell 3000 Growth Index shares owned by Zrc Wealth Management

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

Historical chart of Zrc 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 Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 118k 116.94
2023-12-31 $10M 108k 95.04
2023-09-30 $10M 106k 94.83
2023-06-30 $10M 104k 99.42
2023-03-31 $7.0M 79k 88.77

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
Jpmorgan Chase & Co
Ronald Blue Trust
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Facet Wealth
Pnc Financial Services
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates
Raymond James Financial Services Advisors
Bank of New York Mellon
Benjamin F. Edwards & Company
Legacy Financial Group

View all funds holding iShares Russell 3000 Growth Index