Litman Gregory Wealth Management LLC's ownership history for IVV

Litman Gregory Wealth Management LLC currently holds 227.1K shares with a market value of $152.0M. It started holding IVV on 2024-09-30. At its peak, it held 228.5K shares on 2025-06-30. Its highest holding value was $152.0M on 2025-09-30. At its lowest, it held 224.7K shares on 2025-03-31, with a value of $126.3M on 2025-03-31. In the recent 180 days, Litman Gregory Wealth Management LLC has increased its shares by 2.4K. In the recent year, Litman Gregory Wealth Management LLC has decreased its shares by 219.