iShares S&P 500 Value Index shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 500 Value Index by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $670k | 3.2k | 206.49 |
| 2025-06-30 | $615k | 3.1k | 195.41 |
| 2025-03-31 | $512k | 2.7k | 190.58 |
| 2024-12-31 | $404k | 2.1k | 190.95 |
| 2024-09-30 | $415k | 2.1k | 197.22 |
| 2024-06-30 | $386k | 2.1k | 181.91 |
| 2019-12-31 | $90k | 689 | 130.62 |