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
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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 |
|---|---|---|---|
| 2024-06-30 | $41M | 360k | 113.46 |
| 2024-03-31 | $41M | 346k | 118.29 |
| 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 |
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