Litman Gregory Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Litman Gregory Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$251K	Hold	1,185	–	–	0.02%	135
2025 Q3	$245K	Hold	1,185	–	–	0.02%	134
2025 Q2	$232K	Hold	1,185	–	–	0.02%	130
2025 Q1	$226K	Hold	1,185	–	–	0.02%	129
2024 Q4	$226K	Hold	1,185	–	–	0.02%	125
2024 Q3	$234K	Hold	1,185	–	–	0.02%	129
2024 Q2	$216K	Buy	1,185 +1	+0.1%	+$182	0.02%	126
2024 Q1	$221K	Buy	+1,184	New	+$210K	0.02%	122
2021 Q2	–	Sell	-1,126	Closed	-$159K	–	124
2021 Q1	$159K	Hold	1,126	–	–	0.03%	65
2020 Q4	$144K	Hold	1,126	–	–	0.03%	66
2020 Q3	$127K	Hold	1,126	–	–	0.03%	65
2020 Q2	$122K	Hold	1,126	–	–	0.03%	64
2020 Q1	$108K	Sell	1,126 -10	-0.9%	-$1.19K	0.03%	57
2019 Q4	$148K	Buy	1,136 +10	+0.9%	+$1.24K	0.03%	56
2019 Q3	$134K	Hold	1,126	–	–	0.03%	53
2019 Q2	$131K	Hold	1,126	–	–	0.03%	56
2019 Q1	$127K	Hold	1,126	–	–	0.03%	50
2018 Q4	$114K	Hold	1,126	–	–	0.04%	52
2018 Q3	$130K	Buy	1,126 +1,051	+1,401%	+$121K	0.04%	43
2018 Q2	$8K	Buy	+75	New	+$8.31K	﹤0.01%	78

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Litman Gregory Wealth Management's IVE Position: Q4 2025 in Review

Litman Gregory Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2025 at 1,185 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #135.

Litman Gregory Wealth Management first reported a position in IVE in Q2 2018 and has held it in 20 quarters since. 1,695 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Litman Gregory Wealth Management held 1,185 shares of iShares S&P 500 Value ETF worth $251K as of Q4 2025.
Litman Gregory Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q4 2025.
iShares S&P 500 Value ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #135 holding.
Litman Gregory Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2018 and has held it in 20 quarters since.
1,695 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.