White Lighthouse Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.31M | Sell |
12,257
-65
| -0.5% | -$11.7K | 0.29% | 49 |
|
|
2026
Q1 | $1.91M | Sell |
12,322
-156
| -1% | -$25.7K | 0.27% | 50 |
|
|
2025
Q4 | $2.1M | Buy |
12,478
+2,242
| +22% | +$374K | 0.29% | 49 |
|
|
2025
Q3 | $1.68M | Sell |
10,236
-1,607
| -14% | -$252K | 0.26% | 52 |
|
|
2025
Q2 | $1.78M | Buy |
11,843
+334
| +3% | +$45.3K | 0.29% | 48 |
|
|
2025
Q1 | $1.46M | Sell |
11,509
-237
| -2% | -$32.8K | 0.26% | 54 |
|
|
2024
Q4 | $1.64M | Sell |
11,746
-654
| -5% | -$89.8K | 0.29% | 52 |
|
|
2024
Q3 | $1.64M | Sell |
12,400
-623
| -5% | -$79.2K | 0.29% | 51 |
|
|
2024
Q2 | $1.66M | Sell |
13,023
-986
| -7% | -$118K | 0.32% | 47 |
|
|
2024
Q1 | $1.64M | Sell |
14,009
-235
| -2% | -$26.1K | 0.33% | 47 |
|
|
2023
Q4 | $1.48M | Sell |
14,244
-817
| -5% | -$80.5K | 0.32% | 49 |
|
|
2023
Q3 | $1.43M | Sell |
15,061
-58
| -0.4% | -$5.69K | 0.35% | 48 |
|
|
2023
Q2 | $1.48M | Sell |
15,119
-1,609
| -10% | -$148K | 0.35% | 49 |
|
|
2023
Q1 | $1.48M | Sell |
16,728
-12,682
| -43% | -$1.08M | 0.37% | 47 |
|
|
2022
Q4 | $2.4M | Buy |
29,410
+15,776
| +116% | +$1.32M | 0.65% | 34 |
|
|
2022
Q3 | $1.09M | Sell |
13,634
-715
| -5% | -$64.4K | 0.32% | 52 |
|
|
2022
Q2 | $1.2M | Buy |
14,349
+1,672
| +13% | +$153K | 0.34% | 51 |
|
|
2022
Q1 | $1.34M | Sell |
12,677
-165
| -1% | -$17.1K | 0.34% | 52 |
|
|
2021
Q4 | $1.49M | Sell |
12,842
-997
| -7% | -$111K | 0.37% | 51 |
|
|
2021
Q3 | $1.42M | Sell |
13,839
-3,185
| -19% | -$336K | 0.38% | 50 |
|
|
2021
Q2 | $1.72M | Sell |
17,024
-680
| -4% | -$65.5K | 0.47% | 44 |
|
|
2021
Q1 | $1.61M | Sell |
17,704
-753
| -4% | -$67.9K | 0.49% | 44 |
|
|
2020
Q4 | $1.64M | Sell |
18,457
-1,074
| -5% | -$90.4K | 0.52% | 44 |
|
|
2020
Q3 | $1.56M | Sell |
19,531
-10,925
| -36% | -$856K | 0.54% | 42 |
|
|
2020
Q2 | $2.19M | Sell |
30,456
-400
| -1% | -$26.6K | 0.8% | 31 |
|
|
2020
Q1 | $1.76M | Sell |
30,856
-5,590
| -15% | -$368K | 0.74% | 36 |
|
|
2019
Q4 | $2.46M | Sell |
36,446
-250
| -0.7% | -$16.2K | 0.9% | 32 |
|
|
2019
Q3 | $2.31M | Buy |
36,696
+276
| +0.8% | +$17.5K | 0.93% | 31 |
|
|
2019
Q2 | $2.28M | Sell |
36,420
-3,150
| -8% | -$194K | 0.95% | 29 |
|
|
2019
Q1 | $2.39M | Sell |
39,570
-2,418
| -6% | -$139K | 1.1% | 25 |
|
|
2018
Q4 | $2.21M | Buy |
41,988
+1,588
| +4% | +$90K | 1.22% | 20 |
|
|
2018
Q3 | $2.51M | Sell |
40,400
-3,000
| -7% | -$181K | 1.28% | 21 |
|
|
2018
Q2 | $2.48M | Buy |
43,400
+515
| +1% | +$29.1K | 1.36% | 20 |
|
|
2018
Q1 | $2.34M | Sell |
42,885
-80
| -0.2% | -$4.49K | 1.34% | 19 |
|
|
2017
Q4 | $2.31M | Buy |
+42,965
| New | +$2.26M | 1.33% | 19 |
|
Other funds holding IUSG
MFG
BTI
White Lighthouse Investment Management's IUSG Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.53% in Q2 2026, selling an estimated $11.7K and leaving 12,257 shares worth $2.31M. The position accounts for 0.29% of the portfolio, ranked #49.
White Lighthouse Investment Management first reported a position in IUSG in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.51M in Q3 2018. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- White Lighthouse Investment Management held 12,257 shares of iShares Core S&P US Growth ETF worth $2.31M as of Q2 2026.
- White Lighthouse Investment Management sold 65 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.7K.
- iShares Core S&P US Growth ETF made up 0.29% of White Lighthouse Investment Management's portfolio in Q2 2026, its #49 holding.
- White Lighthouse Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 35 quarters since.
- White Lighthouse Investment Management's iShares Core S&P US Growth ETF position peaked at $2.51M in Q3 2018.
- 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.