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

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