iShares S&P MidCap 400 Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 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 Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.2M | 26k | 277.15 |
| 2023-09-30 | $7.0M | 28k | 249.35 |
| 2023-06-30 | $7.3M | 28k | 261.49 |
| 2023-03-31 | $4.5M | 18k | 250.16 |
| 2022-12-31 | $3.3M | 14k | 241.89 |
| 2022-09-30 | $2.9M | 13k | 219.20 |
| 2022-06-30 | $3.2M | 14k | 226.23 |
| 2022-03-31 | $3.0M | 11k | 268.33 |
| 2021-12-31 | $3.1M | 11k | 283.06 |
| 2021-09-30 | $2.7M | 10k | 269.20 |
| 2021-06-30 | $1.8M | 6.7k | 268.66 |
| 2021-03-31 | $1.6M | 6.0k | 260.32 |
| 2020-12-31 | $1.4M | 6.2k | 229.71 |
| 2020-09-30 | $1.2M | 6.3k | 185.38 |
| 2020-06-30 | $1.2M | 6.6k | 177.89 |
| 2020-03-31 | $899k | 6.2k | 143.91 |
| 2019-12-31 | $1.1M | 5.5k | 205.82 |
| 2019-09-30 | $927k | 4.8k | 193.17 |
| 2019-06-30 | $912k | 4.7k | 194.25 |
| 2019-03-31 | $830k | 4.4k | 189.28 |
| 2018-12-31 | $675k | 4.1k | 165.97 |
| 2018-09-30 | $866k | 4.3k | 202.01 |
| 2018-06-30 | $792k | 4.1k | 194.74 |
| 2018-03-31 | $768k | 4.1k | 187.55 |
| 2017-12-31 | $680k | 3.6k | 189.57 |
| 2017-09-30 | $656k | 3.6k | 182.88 |
| 2016-12-31 | $298k | 1.8k | 165.46 |