iShares S&P 1500 Index Fund shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $82k | 548 | 148.66 |
| 2022-12-31 | $2.4M | 28k | 84.80 |
| 2022-09-30 | $3.4M | 42k | 79.55 |
| 2021-12-31 | $307k | 2.9k | 106.89 |
| 2020-09-30 | $579k | 7.7k | 75.54 |
| 2020-06-30 | $637k | 9.2k | 69.42 |
| 2020-03-31 | $1.0M | 18k | 57.21 |
| 2019-12-31 | $1.3M | 17k | 72.67 |