White Lighthouse Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

White Lighthouse Investment Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.78M	Buy	11,843 +334	+3%	+$50.2K	0.29%	48
2025 Q1	$1.46M	Sell	11,509 -237	-2%	-$30.1K	0.26%	54
2024 Q4	$1.64M	Sell	11,746 -654	-5%	-$91.1K	0.29%	52
2024 Q3	$1.64M	Sell	12,400 -623	-5%	-$82.2K	0.29%	51
2024 Q2	$1.66M	Sell	13,023 -986	-7%	-$126K	0.32%	47
2024 Q1	$1.64M	Sell	14,009 -235	-2%	-$27.5K	0.33%	47
2023 Q4	$1.48M	Sell	14,244 -817	-5%	-$85.1K	0.32%	49
2023 Q3	$1.43M	Sell	15,061 -58	-0.4%	-$5.5K	0.35%	48
2023 Q2	$1.48M	Sell	15,119 -1,609	-10%	-$157K	0.35%	49
2023 Q1	$1.48M	Sell	16,728 -12,682	-43%	-$1.13M	0.37%	47
2022 Q4	$2.4M	Buy	29,410 +15,776	+116%	+$1.29M	0.65%	34
2022 Q3	$1.09M	Sell	13,634 -715	-5%	-$57.3K	0.32%	52
2022 Q2	$1.2M	Buy	14,349 +1,672	+13%	+$140K	0.34%	51
2022 Q1	$1.34M	Sell	12,677 -165	-1%	-$17.4K	0.34%	52
2021 Q4	$1.49M	Sell	12,842 -997	-7%	-$115K	0.37%	51
2021 Q3	$1.42M	Sell	13,839 -3,185	-19%	-$326K	0.38%	50
2021 Q2	$1.72M	Sell	17,024 -680	-4%	-$68.7K	0.47%	44
2021 Q1	$1.61M	Sell	17,704 -753	-4%	-$68.4K	0.49%	44
2020 Q4	$1.64M	Sell	18,457 -1,074	-5%	-$95.3K	0.52%	44
2020 Q3	$1.56M	Sell	19,531 -10,925	-36%	-$874K	0.54%	42
2020 Q2	$2.19M	Sell	30,456 -400	-1%	-$28.8K	0.8%	31
2020 Q1	$1.76M	Sell	30,856 -5,590	-15%	-$319K	0.74%	36
2019 Q4	$2.47M	Sell	36,446 -250	-0.7%	-$16.9K	0.9%	32
2019 Q3	$2.31M	Buy	36,696 +276	+0.8%	+$17.4K	0.93%	31
2019 Q2	$2.28M	Sell	36,420 -3,150	-8%	-$197K	0.95%	29
2019 Q1	$2.39M	Sell	39,570 -2,418	-6%	-$146K	1.1%	25
2018 Q4	$2.21M	Buy	41,988 +1,588	+4%	+$83.7K	1.22%	20
2018 Q3	$2.51M	Sell	40,400 -3,000	-7%	-$186K	1.28%	21
2018 Q2	$2.48M	Buy	43,400 +515	+1%	+$29.5K	1.36%	20
2018 Q1	$2.34M	Sell	42,885 -80	-0.2%	-$4.37K	1.34%	19
2017 Q4	$2.31M	Buy	+42,965	New	+$2.31M	1.33%	19