ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 122,226 Value ($000) $18,174 Avg Close — Range —
Q3 2025
Shares 125,676 Value ($000) $18,305 Avg Close — Range —
Q2 2025
Shares 126,249 Value ($000) $17,049 Avg Close — Range —
Q1 2025
Shares 148,637 Value ($000) $18,135 Avg Close — Range —
Q4 2024
Shares 164,208 Value ($000) $21,120 Avg Close — Range —
Q3 2024
Shares 167,406 Value ($000) $21,029 Avg Close — Range —
Q2 2024
Shares 167,520 Value ($000) $19,898 Avg Close — Range —
Q1 2024
Shares 167,809 Value ($000) $19,348 Avg Close — Range —
Q4 2023
Shares 164,914 Value ($000) $17,354 Avg Close — Range —
Q3 2023
Shares 165,072 Value ($000) $15,548 Avg Close — Range —
Q2 2023
Shares 170,157 Value ($000) $16,648 Avg Close — Range —
Q1 2023
Shares 89,811 Value ($000) $8,132 Avg Close — Range —
Q4 2022
Shares 174,881 Value ($000) $14,830 Avg Close — Range —
Q3 2022
Shares 193,307 Value ($000) $15,376 Avg Close — Range —
Q2 2022
Shares 190,889 Value ($000) $15,993 Avg Close — Range —
Q1 2022
Shares 193,744 Value ($000) $19,557 Avg Close — Range —
Q4 2021
Shares 193,271 Value ($000) $20,676 Avg Close — Range —
Q3 2021
Shares 209,675 Value ($000) $20,628 Avg Close — Range —
Q2 2021
Shares 19,110 Value ($000) $19,110 Avg Close — Range —
Q1 2021
Shares 181,185 Value ($000) $16,597 Avg Close — Range —
Q4 2020
Shares 441,158 Value ($000) $38,037 Avg Close — Range —
Q3 2020
Shares 435,805 Value ($000) $32,899 Avg Close — Range —
Q2 2020
Shares 452,523 Value ($000) $31,423 Avg Close — Range —
Q1 2020
Shares 445,138 Value ($000) $25,466 Avg Close — Range —
Q4 2019
Shares 363,589 Value ($000) $26,429 Avg Close — Range —
Q3 2019
Shares 334,587 Value ($000) $22,441 Avg Close — Range —
Q2 2019
Shares 320,090 Value ($000) $21,328 Avg Close — Range —
Q1 2019
Shares 318,055 Value ($000) $20,483 Avg Close — Range —
Q4 2018
Shares 310,499 Value ($000) $17,624 Avg Close — Range —
Q3 2018
Shares 231,510 Value ($000) $15,426 Avg Close — Range —
Q2 2018
Shares 13,422 Value ($000) $839 Avg Close — Range —
Q1 2018
Shares 13,621 Value ($000) $824 Avg Close — Range —
Q4 2017
Shares 11,779 Value ($000) $720 Avg Close — Range —
Q3 2017
Shares 11,664 Value ($000) $672 Avg Close — Range —