ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 4,700 Value ($000) $579 Avg Close Range
Q3 2025
Shares 4,942 Value ($000) $597 Avg Close Range
Q2 2025
Shares 4,942 Value ($000) $544 Avg Close Range
Q1 2025
Shares 4,942 Value ($000) $459 Avg Close Range
Q4 2024
Shares 4,942 Value ($000) $502 Avg Close Range
Q3 2024
Shares 4,942 Value ($000) $473 Avg Close Range
Q2 2024
Shares 4,942 Value ($000) $457 Avg Close Range
Q1 2024
Shares 4,942 Value ($000) $417 Avg Close Range
Q4 2023
Shares 4,195 Value ($000) $315 Avg Close Range
Q3 2023
Shares 4,195 Value ($000) $287 Avg Close Range
Q2 2023
Shares 4,195 Value ($000) $296 Avg Close Range
Q4 2022
Shares 4,275 Value ($000) $250 Avg Close Range
Q3 2022
Shares 4,852 Value ($000) $281 Avg Close Range
Q2 2022
Shares 4,852 Value ($000) $293 Avg Close Range
Q4 2021
Shares 4,852 Value ($000) $406 Avg Close Range
Q3 2021
Shares 4,852 Value ($000) $359 Avg Close Range
Q2 2021
Shares 353 Value ($000) $353 Avg Close Range
Q1 2021
Shares 4,852 Value ($000) $316 Avg Close Range
Q4 2020
Shares 4,852 Value ($000) $310 Avg Close Range
Q3 2020
Shares 1,213 Value ($000) $280 Avg Close Range
Q2 2020
Shares 1,213 Value ($000) $252 Avg Close Range
Q1 2020
Shares 1,213 Value ($000) $200 Avg Close Range
Q4 2019
Shares 1,213 Value ($000) $235 Avg Close Range
Q3 2019
Shares 1,213 Value ($000) $218 Avg Close Range
Q2 2019
Shares 1,213 Value ($000) $217 Avg Close Range
Q1 2019
Shares 1,213 Value ($000) $209 Avg Close Range
Q4 2018
Shares 1,213 Value ($000) $183 Avg Close Range
Q3 2018
Shares 701 Value ($000) $124 Avg Close Range
Q2 2018
Shares 80 Value ($000) $13 Avg Close Range