Ishares Tr rus200 val idx shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $765k | 8.7k | 87.87 |
| 2025-06-30 | $746k | 8.9k | 84.20 |
| 2025-03-31 | $722k | 8.8k | 82.17 |
| 2024-12-31 | $703k | 8.9k | 79.04 |
| 2024-09-30 | $714k | 8.8k | 81.26 |
| 2024-06-30 | $654k | 8.7k | 74.83 |
| 2022-06-30 | $414k | 6.7k | 61.88 |
| 2022-03-31 | $611k | 8.8k | 69.63 |
| 2021-12-31 | $647k | 9.2k | 70.09 |
| 2021-09-30 | $617k | 9.4k | 65.66 |
| 2021-06-30 | $680k | 10k | 66.44 |
| 2021-03-31 | $659k | 10k | 63.65 |
| 2020-12-31 | $595k | 10k | 57.92 |
| 2020-09-30 | $536k | 11k | 51.04 |
| 2020-06-30 | $483k | 9.9k | 48.79 |
| 2020-03-31 | $423k | 9.6k | 44.06 |
| 2019-12-31 | $395k | 6.8k | 58.46 |