ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 1,185 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 1,185 Value ($000) $245 Avg Close — Range —
Q2 2025
Shares 1,185 Value ($000) $232 Avg Close — Range —
Q1 2025
Shares 1,185 Value ($000) $226 Avg Close — Range —
Q4 2024
Shares 1,185 Value ($000) $226 Avg Close — Range —
Q3 2024
Shares 1,185 Value ($000) $234 Avg Close — Range —
Q2 2024
Shares 1,185 Value ($000) $216 Avg Close — Range —
Q1 2024
Shares 1,184 Value ($000) $221 Avg Close — Range —
Q1 2021
Shares 1,126 Value ($000) $159 Avg Close — Range —
Q4 2020
Shares 1,126 Value ($000) $144 Avg Close — Range —
Q3 2020
Shares 1,126 Value ($000) $127 Avg Close — Range —
Q2 2020
Shares 1,126 Value ($000) $122 Avg Close — Range —
Q1 2020
Shares 1,126 Value ($000) $108 Avg Close — Range —
Q4 2019
Shares 1,136 Value ($000) $148 Avg Close — Range —
Q3 2019
Shares 1,126 Value ($000) $134 Avg Close — Range —
Q2 2019
Shares 1,126 Value ($000) $131 Avg Close — Range —
Q1 2019
Shares 1,126 Value ($000) $127 Avg Close — Range —
Q4 2018
Shares 1,126 Value ($000) $114 Avg Close — Range —
Q3 2018
Shares 1,126 Value ($000) $130 Avg Close — Range —
Q2 2018
Shares 75 Value ($000) $8 Avg Close — Range —