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
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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 |
|---|---|---|---|
| 2025-09-30 | $152M | 227k | 669.30 |
| 2025-06-30 | $142M | 229k | 620.90 |
| 2025-03-31 | $126M | 225k | 561.90 |
| 2024-12-31 | $134M | 228k | 588.68 |
| 2024-09-30 | $131M | 227k | 576.82 |
| 2024-06-30 | $125M | 228k | 547.23 |
| 2024-03-31 | $118M | 224k | 525.73 |
| 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 |
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