iShares S&P 500 Value Index shares owned by Litman Gregory Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Litman Gregory Asset Management
from 13F filings
Historical chart of Litman Gregory Asset Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Litman Gregory Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 1.2k | 206.49 |
| 2025-06-30 | $232k | 1.2k | 195.40 |
| 2025-03-31 | $226k | 1.2k | 190.56 |
| 2024-12-31 | $226k | 1.2k | 190.86 |
| 2024-09-30 | $234k | 1.2k | 197.15 |
| 2024-06-30 | $216k | 1.2k | 181.94 |
| 2024-03-31 | $221k | 1.2k | 186.85 |
| 2021-03-31 | $159k | 1.1k | 141.21 |
| 2020-12-31 | $144k | 1.1k | 127.89 |
| 2020-09-30 | $127k | 1.1k | 112.79 |
| 2020-06-30 | $122k | 1.1k | 108.35 |
| 2020-03-31 | $108k | 1.1k | 95.91 |
| 2019-12-31 | $148k | 1.1k | 130.28 |
| 2019-09-30 | $134k | 1.1k | 119.01 |
| 2019-06-30 | $131k | 1.1k | 116.34 |
| 2019-03-31 | $127k | 1.1k | 112.79 |
| 2018-12-31 | $114k | 1.1k | 101.24 |
| 2018-09-30 | $130k | 1.1k | 115.45 |
| 2018-06-30 | $8.0k | 75 | 106.67 |
More positions owned by Litman Gregory Asset Management
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