ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 12,278 Value ($000) $2,062 Avg Close — Range —
Q3 2025
Shares 12,352 Value ($000) $2,032 Avg Close — Range —
Q2 2025
Shares 12,352 Value ($000) $1,858 Avg Close — Range —
Q1 2025
Shares 12,352 Value ($000) $1,570 Avg Close — Range —
Q4 2024
Shares 13,199 Value ($000) $1,839 Avg Close — Range —
Q3 2024
Shares 13,244 Value ($000) $1,747 Avg Close — Range —
Q2 2024
Shares 13,314 Value ($000) $1,697 Avg Close — Range —
Q1 2024
Shares 13,314 Value ($000) $1,561 Avg Close — Range —
Q4 2023
Shares 12,783 Value ($000) $1,331 Avg Close — Range —
Q3 2023
Shares 13,677 Value ($000) $1,297 Avg Close — Range —
Q2 2023
Shares 13,848 Value ($000) $1,352 Avg Close — Range —
Q4 2022
Shares 15,749 Value ($000) $1,284 Avg Close — Range —
Q3 2022
Shares 3,874 Value ($000) $311 Avg Close — Range —
Q3 2018
Shares 694 Value ($000) $43 Avg Close — Range —
Q2 2018
Shares 694 Value ($000) $40 Avg Close — Range —
Q1 2018
Shares 694 Value ($000) $38 Avg Close — Range —