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iShares S&P 500 Growth Index shares owned by White Lighthouse Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by White Lighthouse Investment Management from 13F filings

Historical chart of White Lighthouse Investment Management investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 S&P 500 Growth Index by White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $202k 2.9k 68.42
2023-06-30 $243k 3.4k 70.48
2023-03-31 $220k 3.4k 63.89
2022-12-31 $202k 3.4k 58.50

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)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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 Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for White Lighthouse Investment Management

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