LGWM
Litman Gregory Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$221K | 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% | -$959 | 0.03% | 57 |
|
|
2019
Q4 | $148K | Buy |
1,136
+10
| +0.9% | +$1.3K | 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 | +$8K | ﹤0.01% | 78 |
|