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iShares S&P SmallCap 600 Index shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $60k 500 120.18
2020-03-31 $3.0k 61 49.18
2019-12-31 $5.0k 61 81.97

More positions owned by Lloyd Advisory Services

Spdr Series Trust State Street Spd (SPYM)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Struc (SEPZ)
Elevation Series Trust Trueshares Seaso (ONEZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Elevation Series Trust Trueshares Strcd (JANZ)
Elevation Series Trust Trueshares Dec (DECZ)

View all positions for Lloyd Advisory Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index