Lloyd Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lloyd Advisory Services’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Buy	13,660 +9,733	+248%	+$1.29M	0.73%	21
2026 Q1	$444K	Sell	3,927 -4,970	-56%	-$598K	0.13%	84
2025 Q4	$1.1M	Buy	8,897 +1,255	+16%	+$154K	0.43%	39
2025 Q3	$923K	Sell	7,642 -389	-5%	-$44.7K	0.43%	36
2025 Q2	$884K	Sell	8,031 -124	-2%	-$12.3K	0.43%	41
2025 Q1	$757K	Sell	8,155 -893	-10%	-$90K	0.38%	42
2024 Q4	$919K	Sell	9,048 -673	-7%	-$67.1K	0.44%	43
2024 Q3	$931K	Sell	9,721 -1,293	-12%	-$119K	0.45%	42
2024 Q2	$1.02M	Buy	+11,014	New	+$950K	0.48%	40
2024 Q1	–	Sell	-3,477	Closed	-$261K	–	148
2023 Q4	$261K	Buy	+3,477	New	+$247K	0.12%	104
2020 Q1	–	Sell	-2,404	Closed	-$116K	–	341
2019 Q4	$116K	Buy	+2,404	New	+$111K	0.11%	87

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lloyd Advisory Services's IVW Position: Q2 2026 in Review

Lloyd Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 248% in Q2 2026, buying an estimated $1.29M and bringing the position to 13,660 shares worth $1.88M. The position accounts for 0.73% of the portfolio, ranked #21.

Lloyd Advisory Services first reported a position in IVW in Q4 2019 and has held it in 11 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lloyd Advisory Services held 13,660 shares of iShares S&P 500 Growth ETF worth $1.88M as of Q2 2026.
Lloyd Advisory Services bought 9,733 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.29M.
iShares S&P 500 Growth ETF made up 0.73% of Lloyd Advisory Services's portfolio in Q2 2026, its #21 holding.
Lloyd Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 11 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.