Litman Gregory Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$579K	Sell	4,700 -242	-5%	-$29.6K	0.04%	93
2025 Q3	$597K	Hold	4,942	–	–	0.04%	89
2025 Q2	$544K	Hold	4,942	–	–	0.04%	90
2025 Q1	$459K	Hold	4,942	–	–	0.04%	93
2024 Q4	$502K	Hold	4,942	–	–	0.04%	84
2024 Q3	$473K	Hold	4,942	–	–	0.04%	92
2024 Q2	$457K	Hold	4,942	–	–	0.04%	91
2024 Q1	$417K	Buy	4,942 +747	+18%	+$60K	0.04%	95
2023 Q4	$315K	Hold	4,195	–	–	0.03%	103
2023 Q3	$287K	Hold	4,195	–	–	0.03%	106
2023 Q2	$296K	Buy	+4,195	New	+$277K	0.04%	71
2023 Q1	–	Sell	-4,275	Closed	-$250K	–	69
2022 Q4	$250K	Sell	4,275 -577	-12%	-$34.6K	0.03%	74
2022 Q3	$281K	Hold	4,852	–	–	0.04%	65
2022 Q2	$293K	Buy	+4,852	New	+$321K	0.04%	78
2022 Q1	–	Sell	-4,852	Closed	-$406K	–	69
2021 Q4	$406K	Hold	4,852	–	–	0.07%	60
2021 Q3	$359K	Buy	4,852 +4,499	+1,275%	+$343K	0.07%	57
2021 Q2	$353K	Sell	353 -4,499	-93%	-$311K	0.07%	59
2021 Q1	$316K	Hold	4,852	–	–	0.06%	54
2020 Q4	$310K	Hold	4,852	–	–	0.06%	55
2020 Q3	$280K	Hold	4,852	–	–	0.06%	55
2020 Q2	$252K	Hold	4,852	–	–	0.06%	55
2020 Q1	$200K	Hold	4,852	–	–	0.05%	52
2019 Q4	$235K	Hold	4,852	–	–	0.05%	47
2019 Q3	$218K	Hold	4,852	–	–	0.05%	45
2019 Q2	$217K	Hold	4,852	–	–	0.06%	46
2019 Q1	$209K	Hold	4,852	–	–	0.06%	44
2018 Q4	$183K	Buy	4,852 +2,048	+73%	+$82.9K	0.06%	45
2018 Q3	$124K	Buy	2,804 +2,484	+776%	+$107K	0.04%	44
2018 Q2	$13K	Buy	+320	New	+$12.9K	0.01%	71

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Litman Gregory Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q4 2025, selling an estimated $29.6K and leaving 4,700 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #93.

Litman Gregory Wealth Management first reported a position in IVW in Q2 2018 and has held it in 29 quarters since. The position peaked at $597K in Q3 2025. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Litman Gregory Wealth Management held 4,700 shares of iShares S&P 500 Growth ETF worth $579K as of Q4 2025.
Litman Gregory Wealth Management sold 242 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $29.6K.
iShares S&P 500 Growth ETF made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #93 holding.
Litman Gregory Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 29 quarters since.
Litman Gregory Wealth Management's iShares S&P 500 Growth ETF position peaked at $597K in Q3 2025.
2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

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