Lido Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lido Advisors

Quarter filed Position value Share count Share price at filing
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