Lloyd Advisory Services, LLC. IVW — ISHARES TR

Ownership history in Lloyd Advisory Services, LLC.  ·  9 quarters on record

AI Ownership Summary

Lloyd Advisory Services, LLC. reported ISHARES TR (IVW) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.48% in 2024 Q2. The latest visible filing shows IVW at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lloyd Advisory Services, LLC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVW was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVW stock page Lloyd Advisory Services, LLC. fund profile Lloyd Advisory Services, LLC. full holdings
How Lloyd Advisory Services, LLC. held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 8,897 +1,255 +16.4% 0.43% $1.1M 2026-02-14 (Est.) $118.91
2025 Q3 REDUCED — — — 7,642 -389 -4.8% 0.43% $923K 2025-10-30 $124.16
2025 Q2 REDUCED — — — 8,031 -124 -1.5% 0.43% $884K 2025-07-16 $111.19
2025 Q1 REDUCED 9.9% +18.7% ❌ 8,155 -893 -9.9% 0.38% $757K 2025-04-14 $90.61
2024 Q4 REDUCED 6.9% -8.5% ✅ 9,048 -673 -6.9% 0.44% $919K 2025-02-03 $102.77
2024 Q3 REDUCED 11.7% +7.1% ❌ 9,721 -1,293 -11.7% 0.45% $931K 2024-10-10 $96.05
2024 Q2 ADDED — — — 11,014 +7,537 +216.8% 0.48% $1.0M 2024-08-05 $84.09
2023 Q4 ADDED — — — 3,477 +2,876 +478.5% 0.12% $261K 2024-02-13 $79.71
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVW

As of 2026 Q1 — sorted by position size

Stegner Investment Associates Inc. 3Y 38.06% Foundation Wealth Management, LLC 3Y 25.84% ADG Wealth Management Group, LLC 19.19% hemming& Wealth Management, Inc. 17.89% MJT & Associates Financial Advisory Group, Inc. 15.8% ENCOMPASS WEALTH ADVISORS, LLC 3Y 14.65% American Wealth Advisors, LLC 14.58% LVZ, Inc. 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.08% FINANCIAL LIFE ADVISORS 3Y 7Y 12.72%

FAQ About Lloyd Advisory Services, LLC. and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lloyd Advisory Services, LLC. reported owning IVW?

Lloyd Advisory Services, LLC. reported IVW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVW position in Lloyd Advisory Services, LLC.'s portfolio?

The largest reported portfolio weight for IVW was 0.48% in 2024 Q2.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2025 Q4, when Lloyd Advisory Services, LLC. reported 8,897 shares, equal to 0.43% of portfolio, with an estimated market value of $1.1M.

What does the chart on this IVW ownership page compare?

The chart compares Lloyd Advisory Services, LLC.'s quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lloyd Advisory Services, LLC. time their IVW position?

Based on 13F filing dates vs. subsequent IVW price moves, Lloyd Advisory Services, LLC. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on IVW relative to SPY over the holding period was +2.7%.

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