Ishares Tr usa min vo shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $182k | 1.9k | 94.14 |
| 2022-03-31 | $341k | 4.4k | 77.64 |
| 2021-12-31 | $4.1M | 51k | 80.90 |
| 2021-09-30 | $225k | 3.1k | 73.39 |
| 2021-06-30 | $246k | 3.3k | 73.54 |
| 2021-03-31 | $3.0M | 43k | 69.18 |
| 2020-12-31 | $347k | 5.1k | 67.85 |
| 2020-09-30 | $342k | 5.4k | 63.71 |
| 2020-03-31 | $357k | 6.6k | 54.08 |
| 2019-12-31 | $756k | 12k | 65.57 |