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iShares Russell 2000 Index shares owned by White Lighthouse Investment Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by White Lighthouse Investment Management from 13F filings

Historical chart of White Lighthouse Investment Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Index by White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $275k 1.1k 248.00
2023-09-30 $207k 1.2k 176.74
2019-12-31 $222k 1.3k 165.67

More positions owned by White Lighthouse Investment Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for White Lighthouse Investment Management

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Millennium Management
Barclays
Bank of America Corporation
Citadel Advisors
Citigroup
Tudor Investment Corporation
Goldman Sachs Group
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Bank Of Montreal
BlackRock

View all funds holding iShares Russell 2000 Index