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Ishares Tr rus200 grw idx shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx 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 Tr rus200 grw idx by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 10k 273.67
2025-06-30 $2.6M 11k 246.51
2025-03-31 $1.1M 5.0k 210.95
2024-12-31 $1.2M 5.2k 235.23
2024-09-30 $2.9M 13k 220.03
2024-06-30 $3.2M 15k 214.51
2022-06-30 $509k 4.1k 125.25
2022-03-31 $819k 5.2k 158.78
2021-12-31 $1.5M 8.9k 173.30
2021-09-30 $1.2M 7.7k 152.67
2021-06-30 $4.7M 31k 150.61
2021-03-31 $773k 5.7k 134.51
2020-12-31 $793k 6.0k 133.01
2020-09-30 $801k 6.6k 121.38
2020-06-30 $2.1M 20k 106.61
2020-03-31 $599k 7.1k 84.25
2019-12-31 $570k 5.9k 96.50