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Ishares Tr shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Ishares Tr

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All positions including Ishares Tr 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 by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $23 1 23.00
2024-12-31 $2.7M 108k 25.20

More positions owned by Lloyd Advisory Services

Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
Raymond James Financial
FC Advisory
Grantvest Financial Group
BIP Wealth
Amplius Wealth Advisors
Envestnet Asset Management
Crewe Advisors
Jim Saulnier & Associates
Old Mission Capital
Susquehanna International
Commonwealth Equity Services
Blue Sky Capital Consultants Group
Kestra Advisory Services

View all funds holding Ishares Tr