ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 25,653 Value ($000) $2,470 Avg Close Range
Q3 2025
Shares 25,653 Value ($000) $2,477 Avg Close Range
Q2 2025
Shares 25,653 Value ($000) $2,359 Avg Close Range
Q1 2025
Shares 25,476 Value ($000) $2,167 Avg Close Range
Q4 2024
Shares 25,476 Value ($000) $2,252 Avg Close Range
Q3 2024
Shares 24,911 Value ($000) $2,196 Avg Close Range
Q2 2024
Shares 24,911 Value ($000) $2,020 Avg Close Range
Q1 2024
Shares 24,911 Value ($000) $2,095 Avg Close Range
Q4 2023
Shares 24,925 Value ($000) $1,937 Avg Close Range
Q3 2023
Shares 24,925 Value ($000) $1,726 Avg Close Range
Q4 2021
Shares 2,596 Value ($000) $215 Avg Close Range
Q3 2021
Shares 2,596 Value ($000) $203 Avg Close Range
Q2 2021
Shares 206 Value ($000) $206 Avg Close Range
Q1 2021
Shares 2,596 Value ($000) $192 Avg Close Range
Q4 2020
Shares 2,596 Value ($000) $178 Avg Close Range
Q3 2020
Shares 2,596 Value ($000) $149 Avg Close Range
Q2 2020
Shares 15,596 Value ($000) $836 Avg Close Range
Q1 2020
Shares 15,596 Value ($000) $673 Avg Close Range
Q4 2019
Shares 15,913 Value ($000) $949 Avg Close Range
Q3 2019
Shares 17,128 Value ($000) $958 Avg Close Range
Q2 2019
Shares 17,128 Value ($000) $957 Avg Close Range
Q1 2019
Shares 17,128 Value ($000) $924 Avg Close Range
Q4 2018
Shares 16,880 Value ($000) $785 Avg Close Range
Q3 2018
Shares 3,250 Value ($000) $717 Avg Close Range
Q2 2018
Shares 3,250 Value ($000) $689 Avg Close Range