Litman Gregory Asset Management »

iShares S&P 500 Index shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $107M 223k 477.63
2023-09-30 $97M 226k 429.43
2023-06-30 $102M 230k 445.71
2023-03-31 $79M 191k 411.08
2022-12-31 $90M 235k 384.21
2022-09-30 $88M 245k 358.65
2022-06-30 $91M 241k 379.15
2022-03-31 $107M 236k 453.69
2021-12-31 $98M 205k 476.99
2021-09-30 $89M 205k 430.82
2021-06-30 $87M 87k 1000.00
2021-03-31 $85M 213k 397.82
2020-12-31 $78M 209k 375.39
2020-09-30 $70M 207k 336.06
2020-06-30 $66M 212k 309.69
2020-03-31 $58M 226k 258.40
2019-12-31 $51M 159k 323.24
2019-09-30 $45M 150k 298.52
2019-06-30 $41M 140k 294.75
2019-03-31 $39M 137k 284.56
2018-12-31 $33M 130k 251.61
2018-09-30 $22M 77k 292.73
2018-06-30 $21M 76k 273.04
2018-03-31 $20M 75k 265.37
2017-12-31 $19M 72k 268.85
2017-09-30 $17M 66k 252.93
2017-06-30 $16M 66k 243.40
2017-03-31 $14M 57k 237.28
2016-12-31 $12M 52k 224.98
2016-09-30 $9.8M 45k 217.56
2016-06-30 $8.8M 42k 210.50
2016-03-31 $7.3M 35k 206.64
2015-12-31 $6.1M 30k 204.88
2014-09-30 $1.5M 7.7k 198.31
2014-06-30 $8.0M 41k 196.99
2014-03-31 $7.4M 39k 188.13
2013-12-31 $7.2M 39k 185.65
2013-09-30 $6.7M 40k 168.90
2013-06-30 $6.5M 41k 160.89
2013-03-31 $6.6M 42k 157.36
2012-12-31 $6.0M 42k 143.14

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Litman Gregory Asset Management

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