iShares S&P SmallCap 600 Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $15M | 144k | 106.66 |
| 2024-03-31 | $16M | 147k | 110.52 |
| 2023-12-31 | $16M | 148k | 108.25 |
| 2023-09-30 | $15M | 154k | 94.33 |
| 2023-06-30 | $14M | 139k | 99.65 |
| 2023-03-31 | $15M | 157k | 96.70 |
| 2022-12-31 | $4.7M | 50k | 94.64 |
| 2022-09-30 | $3.9M | 45k | 87.17 |
| 2022-06-30 | $3.5M | 38k | 92.41 |
| 2022-03-31 | $4.1M | 38k | 107.86 |
| 2021-12-31 | $4.1M | 36k | 114.50 |
| 2021-09-30 | $3.8M | 81k | 46.85 |
| 2021-06-30 | $3.5M | 31k | 112.97 |
| 2021-03-31 | $3.1M | 29k | 108.53 |
| 2020-12-31 | $2.2M | 24k | 91.86 |
| 2020-09-30 | $1.5M | 22k | 70.25 |
| 2020-06-30 | $1.4M | 21k | 68.27 |
| 2020-03-31 | $1.2M | 21k | 56.09 |
| 2019-12-31 | $1.9M | 23k | 83.85 |
| 2019-09-30 | $2.0M | 26k | 77.86 |
| 2019-06-30 | $1.7M | 22k | 78.24 |
| 2019-03-31 | $1.7M | 22k | 77.13 |
| 2018-12-31 | $1.4M | 20k | 69.27 |
| 2018-09-30 | $1.8M | 21k | 87.51 |
| 2018-06-30 | $1.8M | 22k | 83.45 |
| 2018-03-31 | $1.4M | 19k | 76.98 |
| 2017-12-31 | $1.3M | 18k | 76.76 |
| 2017-09-30 | $1.3M | 18k | 74.82 |
| 2017-06-30 | $610k | 8.7k | 70.08 |
| 2017-03-31 | $510k | 7.3k | 69.43 |
| 2016-12-31 | $894k | 6.5k | 137.48 |
| 2016-09-30 | $417k | 3.4k | 124.14 |
| 2016-06-30 | $396k | 3.4k | 116.27 |
| 2016-03-31 | $256k | 2.3k | 112.38 |
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