White Lighthouse Investment Management »

iShares S&P SmallCap 600 Growth shares owned by White Lighthouse Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by White Lighthouse Investment Management from 13F filings

Historical chart of White Lighthouse Investment Management investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by White Lighthouse Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Growth by White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 14k 139.49
2024-06-30 $1.7M 14k 128.43
2024-03-31 $1.8M 14k 130.73
2023-12-31 $1.7M 14k 125.14
2023-09-30 $1.5M 14k 109.68
2023-06-30 $1.6M 14k 114.93
2023-03-31 $1.6M 14k 109.94
2022-12-31 $1.5M 14k 108.07
2022-09-30 $1.5M 14k 101.66
2022-06-30 $1.5M 14k 105.33
2022-03-31 $1.8M 14k 125.13
2021-12-31 $2.0M 15k 138.79
2021-09-30 $1.9M 15k 130.02
2021-06-30 $2.0M 15k 132.61
2021-03-31 $1.9M 15k 128.24
2020-12-31 $1.7M 15k 114.16
2020-09-30 $1.4M 7.7k 176.40
2020-06-30 $1.3M 7.7k 169.82
2020-03-31 $1.3M 9.1k 137.86
2019-12-31 $2.1M 11k 193.27
2019-09-30 $2.0M 11k 178.35
2019-06-30 $2.0M 11k 182.46
2019-03-31 $2.0M 11k 178.47
2018-12-31 $1.7M 11k 161.32
2018-09-30 $2.1M 11k 201.73
2018-06-30 $1.9M 10k 188.97
2018-03-31 $1.7M 9.7k 173.84
2017-12-31 $1.6M 9.7k 170.18

More positions owned by White Lighthouse Investment Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Total (IXUS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Select Divid Etf (DVY)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for White Lighthouse Investment Management

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth