ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 7,853 Value ($000) $1,652 Avg Close — Range —
Q3 2025
Shares 7,267 Value ($000) $1,479 Avg Close — Range —
Q2 2025
Shares 7,267 Value ($000) $1,411 Avg Close — Range —
Q1 2025
Shares 7,267 Value ($000) $1,367 Avg Close — Range —
Q4 2024
Shares 7,340 Value ($000) $1,359 Avg Close — Range —
Q3 2024
Shares 7,340 Value ($000) $1,393 Avg Close — Range —
Q2 2024
Shares 7,340 Value ($000) $1,281 Avg Close — Range —
Q1 2024
Shares 6,595 Value ($000) $1,181 Avg Close — Range —
Q4 2023
Shares 6,386 Value ($000) $1,055 Avg Close — Range —
Q3 2023
Shares 6,386 Value ($000) $970 Avg Close — Range —
Q1 2021
Shares 492 Value ($000) $75 Avg Close — Range —
Q4 2020
Shares 492 Value ($000) $67 Avg Close — Range —
Q3 2020
Shares 926 Value ($000) $109 Avg Close — Range —
Q2 2020
Shares 492 Value ($000) $55 Avg Close — Range —
Q1 2020
Shares 367 Value ($000) $36 Avg Close — Range —
Q4 2019
Shares 367 Value ($000) $50 Avg Close — Range —
Q3 2019
Shares 250 Value ($000) $32 Avg Close — Range —
Q2 2019
Shares 250 Value ($000) $32 Avg Close — Range —
Q1 2019
Shares 250 Value ($000) $31 Avg Close — Range —