ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

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

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

Q4 2025
Shares 14,385 Value ($000) $1,327 Avg Close Range
Q3 2025
Shares 14,385 Value ($000) $1,289 Avg Close Range
Q2 2025
Shares 14,385 Value ($000) $1,231 Avg Close Range
Q1 2025
Shares 14,385 Value ($000) $1,130 Avg Close Range
Q4 2024
Shares 14,385 Value ($000) $1,119 Avg Close Range
Q3 2024
Shares 14,385 Value ($000) $1,022 Avg Close Range
Q2 2024
Shares 14,385 Value ($000) $938 Avg Close Range
Q1 2024
Shares 14,385 Value ($000) $954 Avg Close Range
Q4 2023
Shares 4,795 Value ($000) $859 Avg Close Range
Q3 2023
Shares 4,795 Value ($000) $741 Avg Close Range
Q2 2023
Shares 4,795 Value ($000) $758 Avg Close Range
Q4 2022
Shares 4,795 Value ($000) $755 Avg Close Range
Q3 2022
Shares 4,795 Value ($000) $677 Avg Close Range
Q2 2022
Shares 4,795 Value ($000) $711 Avg Close Range
Q4 2021
Shares 4,795 Value ($000) $926 Avg Close Range
Q3 2021
Shares 4,795 Value ($000) $902 Avg Close Range
Q2 2021
Shares 888 Value ($000) $888 Avg Close Range
Q1 2021
Shares 4,795 Value ($000) $821 Avg Close Range
Q4 2020
Shares 4,795 Value ($000) $719 Avg Close Range
Q3 2020
Shares 4,795 Value ($000) $585 Avg Close Range
Q2 2020
Shares 4,795 Value ($000) $573 Avg Close Range
Q1 2020
Shares 4,795 Value ($000) $492 Avg Close Range