iShares Russell 3000 Growth Index shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 14k | 117.21 |
| 2023-12-31 | $1.5M | 14k | 104.10 |
| 2023-09-30 | $1.4M | 15k | 94.83 |
| 2023-06-30 | $1.5M | 15k | 97.64 |
| 2023-03-31 | $1.5M | 17k | 88.77 |
| 2022-12-31 | $2.4M | 29k | 81.52 |
| 2022-09-30 | $1.1M | 14k | 80.17 |
| 2022-06-30 | $1.2M | 14k | 83.70 |
| 2022-03-31 | $1.3M | 13k | 105.62 |
| 2021-12-31 | $1.5M | 13k | 115.64 |
| 2021-09-30 | $1.4M | 14k | 102.39 |
| 2021-06-30 | $1.7M | 17k | 100.98 |
| 2021-03-31 | $1.6M | 18k | 90.77 |
| 2020-12-31 | $1.6M | 19k | 88.69 |
| 2020-09-30 | $1.6M | 20k | 79.98 |
| 2020-06-30 | $2.2M | 31k | 71.87 |
| 2020-03-31 | $1.8M | 31k | 57.10 |
| 2019-12-31 | $2.5M | 36k | 67.63 |
| 2019-09-30 | $2.3M | 37k | 62.87 |
| 2019-06-30 | $2.3M | 36k | 62.69 |
| 2019-03-31 | $2.4M | 40k | 60.32 |
| 2018-12-31 | $2.2M | 42k | 52.71 |
| 2018-09-30 | $2.5M | 40k | 62.13 |
| 2018-06-30 | $2.5M | 43k | 57.19 |
| 2018-03-31 | $2.3M | 43k | 54.61 |
| 2017-12-31 | $2.3M | 43k | 53.76 |
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