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iShares Russell 2000 Value Index shares owned by Lloyd Park

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Lloyd Park from 13F filings

Historical chart of Lloyd Park investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Lloyd Park consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Lloyd Park

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.3M 18k 128.91
2022-06-30 $2.4M 18k 136.14
2022-03-31 $5.0M 31k 161.39
2021-12-31 $4.9M 30k 166.05

More positions owned by Lloyd Park

Apple (AAPL)
Cme (CME)
Spdr S&p 500 Etf Tr Unit (SPY)
Costco Wholesale Corporation (COST)
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)
Danaher Corporation (DHR)
Eli Lilly & Co. (LLY)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Cheniere Energy Com New (LNG)
Bristol Myers Squibb (BMY)
Chart Industries (GTLS)
Spdr S&p Biotech Etf S&p Biotech (XBI)
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Lloyd Park

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
Starboard Value
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
UBS Group
D.A. Davidson & Co.
Wells Fargo & Company
Betterment
M^T Bank Corporation
Alaska Permanent Fund Corp
Northern Trust

View all funds holding iShares Russell 2000 Value Index