White Lighthouse Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
24,505
+1,160
| +5% | +$493K | 1.69% | 13 |
|
|
2025
Q1 | $8.43M | Sell |
23,345
-1,739
| -7% | -$628K | 1.51% | 16 |
|
|
2024
Q4 | $10.1M | Sell |
25,084
-1,175
| -4% | -$472K | 1.77% | 13 |
|
|
2024
Q3 | $9.86M | Sell |
26,259
-1,337
| -5% | -$502K | 1.77% | 13 |
|
|
2024
Q2 | $10.1M | Sell |
27,596
-1,197
| -4% | -$436K | 1.94% | 13 |
|
|
2024
Q1 | $9.7M | Sell |
28,793
-2,271
| -7% | -$765K | 1.97% | 13 |
|
|
2023
Q4 | $9.42M | Sell |
31,064
-730
| -2% | -$221K | 2.06% | 14 |
|
|
2023
Q3 | $8.46M | Sell |
31,794
-821
| -3% | -$218K | 2.05% | 14 |
|
|
2023
Q2 | $8.98M | Sell |
32,615
-1,492
| -4% | -$411K | 2.14% | 12 |
|
|
2023
Q1 | $8.33M | Buy |
34,107
+4,841
| +17% | +$1.18M | 2.1% | 13 |
|
|
2022
Q4 | $6.27M | Buy |
29,266
+860
| +3% | +$184K | 1.7% | 16 |
|
|
2022
Q3 | $5.98M | Buy |
28,406
+1,050
| +4% | +$221K | 1.74% | 17 |
|
|
2022
Q2 | $5.98M | Buy |
27,356
+1,059
| +4% | +$232K | 1.71% | 17 |
|
|
2022
Q1 | $7.3M | Buy |
26,297
+6,195
| +31% | +$1.72M | 1.86% | 15 |
|
|
2021
Q4 | $6.14M | Sell |
20,102
-1,528
| -7% | -$467K | 1.53% | 17 |
|
|
2021
Q3 | $5.93M | Sell |
21,630
-3,036
| -12% | -$832K | 1.59% | 15 |
|
|
2021
Q2 | $6.7M | Sell |
24,666
-815
| -3% | -$221K | 1.83% | 14 |
|
|
2021
Q1 | $6.19M | Sell |
25,481
-1,210
| -5% | -$294K | 1.9% | 13 |
|
|
2020
Q4 | $6.44M | Sell |
26,691
-788
| -3% | -$190K | 2.05% | 14 |
|
|
2020
Q3 | $5.96M | Sell |
27,479
-3,638
| -12% | -$789K | 2.06% | 14 |
|
|
2020
Q2 | $5.97M | Sell |
31,117
-1,566
| -5% | -$301K | 2.19% | 15 |
|
|
2020
Q1 | $4.92M | Sell |
32,683
-2,597
| -7% | -$391K | 2.06% | 14 |
|
|
2019
Q4 | $6.21M | Sell |
35,280
-85
| -0.2% | -$15K | 2.28% | 11 |
|
|
2019
Q3 | $5.65M | Sell |
35,365
-515
| -1% | -$82.2K | 2.27% | 9 |
|
|
2019
Q2 | $5.65M | Sell |
35,880
-2,283
| -6% | -$359K | 2.36% | 10 |
|
|
2019
Q1 | $5.78M | Sell |
38,163
-372
| -1% | -$56.3K | 2.65% | 9 |
|
|
2018
Q4 | $5.05M | Sell |
38,535
-297
| -0.8% | -$38.9K | 2.77% | 9 |
|
|
2018
Q3 | $6.06M | Sell |
38,832
-748
| -2% | -$117K | 3.09% | 8 |
|
|
2018
Q2 | $5.69M | Sell |
39,580
-310
| -0.8% | -$44.6K | 3.13% | 8 |
|
|
2018
Q1 | $5.43M | Sell |
39,890
-191
| -0.5% | -$26K | 3.11% | 8 |
|
|
2017
Q4 | $5.4M | Buy |
+40,081
| New | +$5.4M | 3.1% | 8 |
|