Ownership history in Lighthouse Financial LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Lighthouse Financial LLC reported a position in ISHARES TR (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 21,118 | -1,000 | -4.5% | 1.70% | $2.6M | $123.15 |
| 2025 Q3 | REDUCED | 22,118 | -520 | -2.3% | 1.76% | $2.7M | $120.49 |
| 2025 Q2 | REDUCED | 22,638 | -468 | -2.0% | 1.91% | $2.5M | $109.76 |
| 2025 Q1 | UNCHANGED | 23,106 | — | 0% | 1.85% | $2.1M | $92.44 |
| 2024 Q4 | INITIATED | 23,106 | — | — | 1.91% | $2.3M | $100.99 |
As of 2025 Q4 — sorted by position size