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iShares Russell 3000 Growth Index shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth 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 Russell 3000 Growth Index by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $125k 743 167.83
2024-12-31 $1.9M 13k 139.34
2024-09-30 $1.8M 14k 131.91
2021-12-31 $3.0k 23 130.43
2021-09-30 $3.2M 31k 102.41
2021-06-30 $32k 317 100.95
2021-03-31 $2.6M 28k 90.80

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 Russell 3000 Growth Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Wells Fargo & Company
Kestra Investment Management
Royal Bank of Canada
Commonwealth Equity Services
Pnc Financial Services
Natixis Asset Management Advisors
Facet Wealth

View all funds holding iShares Russell 3000 Growth Index