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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth Index held by White Lighthouse Investment 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 White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 12k 131.91
2024-06-30 $1.7M 13k 127.48
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

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 Russell 3000 Growth Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Jpmorgan Chase & Co
Commonwealth Equity Services
Facet Wealth
Wells Fargo & Company
Kestra Investment Management
Pnc Financial Services
Royal Bank of Canada
Citizens Financial Group
Raymond James & Associates

View all funds holding iShares Russell 3000 Growth Index