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iShares S&P MidCap 400 Value Index shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 172k 114.04
2023-09-30 $17M 170k 100.93
2023-06-30 $30M 283k 107.13
2023-03-31 $28M 271k 102.77
2022-12-31 $26M 259k 100.80
2022-09-30 $24M 262k 90.00
2022-06-30 $13M 136k 94.40
2022-03-31 $16M 143k 109.63
2021-12-31 $16M 142k 110.68
2021-09-30 $13M 2.1M 6.49
2021-06-30 $23M 217k 105.34
2021-03-31 $21M 208k 101.93
2020-12-31 $9.7M 112k 86.29
2020-09-30 $8.9M 66k 134.86
2020-06-30 $8.0M 60k 132.94
2020-03-31 $6.4M 59k 109.75
2019-12-31 $9.4M 55k 170.73
2019-09-30 $8.1M 51k 159.90
2019-06-30 $3.5M 22k 159.45
2019-03-31 $3.2M 21k 156.93
2018-12-31 $3.0M 22k 138.31
2018-09-30 $3.2M 19k 167.91
2018-06-30 $2.9M 18k 162.01
2018-03-31 $2.1M 14k 154.51
2017-12-31 $2.0M 13k 160.11
2017-09-30 $1.7M 11k 154.11
2017-06-30 $1.4M 9.7k 148.60
2017-03-31 $1.8M 12k 148.01

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Value Index