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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 Growth Index by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $315k 4.2k 75.10
2023-09-30 $287k 4.2k 68.42
2023-06-30 $296k 4.2k 70.48
2022-12-31 $250k 4.3k 58.50
2022-09-30 $281k 4.9k 57.91
2022-06-30 $293k 4.9k 60.39
2021-12-31 $406k 4.9k 83.68
2021-09-30 $359k 4.9k 73.99
2021-06-30 $353k 353 1000.00
2021-03-31 $316k 4.9k 65.13
2020-12-31 $310k 4.9k 63.89
2020-09-30 $280k 1.2k 230.83
2020-06-30 $252k 1.2k 207.75
2020-03-31 $200k 1.2k 164.88
2019-12-31 $235k 1.2k 193.73
2019-09-30 $218k 1.2k 179.72
2019-06-30 $217k 1.2k 178.90
2019-03-31 $209k 1.2k 172.30
2018-12-31 $183k 1.2k 150.87
2018-09-30 $124k 701 176.89
2018-06-30 $13k 80 162.50