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White Lighthouse Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

White Lighthouse Investment Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Sell
87,289
-2,647
-3% -$319K 1.35% 17
2026
Q1 		$9.59M Sell
89,936
-684
-0.8% -$77.6K 1.33% 17
2025
Q4 		$10.7M Sell
90,620
-1,600
-2% -$190K 1.5% 15
2025
Q3 		$10.8M Sell
92,220
-5,800
-6% -$646K 1.65% 15
2025
Q2 		$10.4M Buy
98,020
+4,640
+5% +$444K 1.69% 13
2025
Q1 		$8.43M Sell
93,380
-6,956
-7% -$686K 1.51% 16
2024
Q4 		$10.1M Sell
100,336
-4,700
-4% -$462K 1.77% 13
2024
Q3 		$9.86M Sell
105,036
-5,348
-5% -$485K 1.77% 13
2024
Q2 		$10.1M Sell
110,384
-4,788
-4% -$409K 1.94% 13
2024
Q1 		$9.7M Sell
115,172
-9,084
-7% -$732K 1.97% 13
2023
Q4 		$9.42M Sell
124,256
-2,920
-2% -$206K 2.06% 14
2023
Q3 		$8.46M Sell
127,176
-3,284
-3% -$227K 2.05% 14
2023
Q2 		$8.98M Sell
130,460
-5,968
-4% -$380K 2.14% 12
2023
Q1 		$8.33M Buy
136,428
+19,364
+17% +$1.12M 2.1% 13
2022
Q4 		$6.27M Buy
117,064
+3,440
+3% +$189K 1.7% 16
2022
Q3 		$5.98M Buy
113,624
+4,200
+4% +$247K 1.74% 17
2022
Q2 		$5.98M Buy
109,424
+4,236
+4% +$254K 1.71% 17
2022
Q1 		$7.3M Buy
105,188
+24,780
+31% +$1.69M 1.86% 15
2021
Q4 		$6.14M Sell
80,408
-6,112
-7% -$453K 1.53% 17
2021
Q3 		$5.93M Sell
86,520
-12,144
-12% -$859K 1.59% 15
2021
Q2 		$6.7M Sell
98,664
-3,260
-3% -$210K 1.83% 14
2021
Q1 		$6.19M Sell
101,924
-4,840
-5% -$295K 1.9% 13
2020
Q4 		$6.44M Sell
106,764
-3,152
-3% -$179K 2.05% 14
2020
Q3 		$5.96M Sell
109,916
-14,552
-12% -$767K 2.06% 14
2020
Q2 		$5.97M Sell
124,468
-6,264
-5% -$276K 2.19% 15
2020
Q1 		$4.92M Sell
130,732
-10,388
-7% -$448K 2.06% 14
2019
Q4 		$6.21M Sell
141,120
-340
-0.2% -$14.2K 2.28% 11
2019
Q3 		$5.64M Sell
141,460
-2,060
-1% -$82.6K 2.27% 9
2019
Q2 		$5.64M Sell
143,520
-9,132
-6% -$353K 2.36% 10
2019
Q1 		$5.78M Sell
152,652
-1,488
-1% -$53.5K 2.65% 9
2018
Q4 		$5.04M Sell
154,140
-1,188
-0.8% -$41.9K 2.77% 9
2018
Q3 		$6.06M Sell
155,328
-2,992
-2% -$113K 3.09% 8
2018
Q2 		$5.69M Sell
158,320
-1,240
-0.8% -$43.8K 3.13% 8
2018
Q1 		$5.43M Sell
159,560
-764
-0.5% -$26.8K 3.11% 8
2017
Q4 		$5.4M Buy
+160,324
New +$5.25M 3.1% 8

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

White Lighthouse Investment Management's IWF Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $319K and leaving 87,289 shares worth $10.8M. The position accounts for 1.35% of the portfolio, ranked #17.

White Lighthouse Investment Management first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • White Lighthouse Investment Management held 87,289 shares of iShares Russell 1000 Growth ETF worth $10.8M as of Q2 2026.
  • White Lighthouse Investment Management sold 2,647 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $319K.
  • iShares Russell 1000 Growth ETF made up 1.35% of White Lighthouse Investment Management's portfolio in Q2 2026, its #17 holding.
  • White Lighthouse Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.