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White Lighthouse Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

White Lighthouse Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,949
Closed -$202K – 122
2023
Q3 		$202K Sell
2,949
-500
-14% -$35.4K 0.05% 118
2023
Q2 		$243K Hold
3,449
– – 0.06% 106
2023
Q1 		$220K Hold
3,449
– – 0.06% 110
2022
Q4 		$202K Buy
+3,449
New +$207K 0.05% 113

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

White Lighthouse Investment Management's IVW Position: Q4 2023 in Review

White Lighthouse Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 2,949 shares — an estimated $202K sold.

White Lighthouse Investment Management first reported a position in IVW in Q4 2022 and held it in 4 quarters. The position peaked at $243K in Q2 2023. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

  • White Lighthouse Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • White Lighthouse Investment Management sold 2,949 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $202K.
  • White Lighthouse Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 4 quarters.
  • White Lighthouse Investment Management's iShares S&P 500 Growth ETF position peaked at $243K in Q2 2023.
  • 1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on White Lighthouse Investment Management's 13F filing for Q4 2023, filed 23 Jan 2024.