LGWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	+$63.1K	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	+$296K	0.04%	71
2023 Q1	–	Sell	-4,275	Closed	-$250K	–	69
2022 Q4	$250K	Sell	4,275 -577	-12%	-$33.8K	0.03%	74
2022 Q3	$281K	Hold	4,852	–	–	0.04%	65
2022 Q2	$293K	Buy	+4,852	New	+$293K	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%	+$333K	0.07%	57
2021 Q2	$353	Sell	353 -4,499	-93%	-$4.5K	0.07%	59
2021 Q1	$316K	Hold	4,852	–	–	0.06%	54
2020 Q4	$310K	Buy	4,852 +3,639	+300%	+$233K	0.06%	55
2020 Q3	$280K	Hold	1,213	–	–	0.06%	55
2020 Q2	$252K	Hold	1,213	–	–	0.06%	55
2020 Q1	$200K	Hold	1,213	–	–	0.05%	52
2019 Q4	$235K	Hold	1,213	–	–	0.05%	47
2019 Q3	$218K	Hold	1,213	–	–	0.05%	45
2019 Q2	$217K	Hold	1,213	–	–	0.06%	46
2019 Q1	$209K	Hold	1,213	–	–	0.06%	44
2018 Q4	$183K	Buy	1,213 +512	+73%	+$77.2K	0.06%	45
2018 Q3	$124K	Buy	701 +621	+776%	+$110K	0.04%	44
2018 Q2	$13K	Buy	+80	New	+$13K	0.01%	71