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
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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 |
|---|---|---|---|
| 2025-09-30 | $597k | 4.9k | 120.72 |
| 2025-06-30 | $544k | 4.9k | 110.10 |
| 2025-03-31 | $459k | 4.9k | 92.83 |
| 2024-12-31 | $502k | 4.9k | 101.53 |
| 2024-09-30 | $473k | 4.9k | 95.75 |
| 2024-06-30 | $457k | 4.9k | 92.54 |
| 2024-03-31 | $417k | 4.9k | 84.44 |
| 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 |
More positions owned by Litman Gregory Asset Management
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