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iShares Russell 1000 Growth Index shares owned by White Lighthouse Investment Management

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by White Lighthouse Investment Management from 13F filings

Historical chart of White Lighthouse Investment Management investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Growth Index by White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 26k 375.38
2024-06-30 $10M 28k 364.51
2024-03-31 $9.7M 29k 337.04
2023-12-31 $9.4M 31k 303.17
2023-09-30 $8.5M 32k 265.99
2023-06-30 $9.0M 33k 275.18
2023-03-31 $8.3M 34k 244.33
2022-12-31 $6.3M 29k 214.24
2022-09-30 $6.0M 28k 210.41
2022-06-30 $6.0M 27k 218.71
2022-03-31 $7.3M 26k 277.64
2021-12-31 $6.1M 20k 305.59
2021-09-30 $5.9M 22k 274.02
2021-06-30 $6.7M 25k 271.47
2021-03-31 $6.2M 26k 243.04
2020-12-31 $6.4M 27k 241.13
2020-09-30 $6.0M 28k 216.89
2020-06-30 $6.0M 31k 191.95
2020-03-31 $4.9M 33k 150.66
2019-12-31 $6.2M 35k 175.91
2019-09-30 $5.6M 35k 159.62
2019-06-30 $5.6M 36k 157.33
2019-03-31 $5.8M 38k 151.35
2018-12-31 $5.0M 39k 130.92
2018-09-30 $6.1M 39k 155.98
2018-06-30 $5.7M 40k 143.81
2018-03-31 $5.4M 40k 136.10
2017-12-31 $5.4M 40k 134.68

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 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index