LGWM
Litman Gregory Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
13,298
| – | – | 0.1% | 68 |
|
|
2025
Q1 | $1.23M | Sell |
13,298
-813
| -6% | -$75K | 0.11% | 69 |
|
|
2024
Q4 | $1.31M | Sell |
14,111
-1,364
| -9% | -$126K | 0.11% | 61 |
|
|
2024
Q3 | $1.48M | Hold |
15,475
| – | – | 0.12% | 61 |
|
|
2024
Q2 | $1.36M | Buy |
15,475
+1,339
| +9% | +$118K | 0.12% | 63 |
|
|
2024
Q1 | $1.28M | Buy |
14,136
+875
| +7% | +$79.1K | 0.12% | 64 |
|
|
2023
Q4 | $1.12M | Sell |
13,261
-658
| -5% | -$55.5K | 0.11% | 66 |
|
|
2023
Q3 | $1.04M | Hold |
13,919
| – | – | 0.11% | 68 |
|
|
2023
Q2 | $1.09M | Buy |
+13,919
| New | +$1.09M | 0.14% | 44 |
|
|
2023
Q1 | – | Sell |
-16,830
| Closed | -$1.19M | – | 67 |
|
|
2022
Q4 | $1.19M | Buy |
16,830
+11,315
| +205% | +$799K | 0.17% | 40 |
|
|
2022
Q3 | $345K | Buy |
+5,515
| New | +$345K | 0.06% | 57 |
|
|
2021
Q2 | – | Sell |
-1,359
| Closed | -$94K | – | 123 |
|
|
2021
Q1 | $94K | Hold |
1,359
| – | – | 0.02% | 77 |
|
|
2020
Q4 | $85K | Hold |
1,359
| – | – | 0.02% | 80 |
|
|
2020
Q3 | $74K | Hold |
1,359
| – | – | 0.02% | 80 |
|
|
2020
Q2 | $71K | Hold |
1,359
| – | – | 0.02% | 80 |
|
|
2020
Q1 | $63K | Hold |
1,359
| – | – | 0.02% | 74 |
|
|
2019
Q4 | $86K | Hold |
1,359
| – | – | 0.02% | 80 |
|
|
2019
Q3 | $79K | Hold |
1,359
| – | – | 0.02% | 68 |
|
|
2019
Q2 | $77K | Hold |
1,359
| – | – | 0.02% | 72 |
|
|
2019
Q1 | $75K | Hold |
1,359
| – | – | 0.02% | 60 |
|
|
2018
Q4 | $67K | Hold |
1,359
| – | – | 0.02% | 65 |
|
|
2018
Q3 | $77K | Hold |
1,359
| – | – | 0.03% | 54 |
|
|
2018
Q2 | $72K | Hold |
1,359
| – | – | 0.03% | 49 |
|
|
2018
Q1 | $72K | Buy |
+1,359
| New | +$72K | 0.03% | 73 |
|