iShares S&P 500 Growth Index shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $923k | 7.6k | 120.72 |
| 2025-06-30 | $884k | 8.0k | 110.11 |
| 2025-03-31 | $757k | 8.2k | 92.83 |
| 2024-12-31 | $919k | 9.0k | 101.54 |
| 2024-09-30 | $931k | 9.7k | 95.75 |
| 2024-06-30 | $1.0M | 11k | 92.54 |
| 2019-12-31 | $116k | 601 | 193.01 |