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iShares S&P SmallCap 600 Value Idx shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 97k 110.59
2025-06-30 $9.3M 94k 99.40
2025-03-31 $8.6M 88k 97.48
2024-12-31 $14M 129k 108.61
2024-09-30 $19M 177k 107.66
2024-06-30 $18M 186k 97.27
2024-03-31 $18M 179k 102.76
2023-12-31 $5.6M 55k 103.07
2023-09-30 $5.1M 57k 89.22
2023-06-30 $13M 133k 95.09
2023-03-31 $7.3M 78k 93.59
2022-12-31 $6.3M 69k 91.31
2022-09-30 $7.7M 94k 82.45
2022-06-30 $3.6M 40k 89.03
2022-03-31 $4.2M 41k 102.38
2021-12-31 $9.8M 93k 104.48
2021-09-30 $3.9M 39k 100.65
2021-06-30 $7.1M 67k 105.43
2021-03-31 $6.1M 61k 100.74
2020-12-31 $5.6M 70k 81.30
2020-09-30 $2.4M 19k 122.43
2020-06-30 $4.0M 33k 120.38
2020-03-31 $3.2M 32k 99.96
2019-12-31 $4.9M 30k 160.79
2019-09-30 $4.2M 28k 150.20
2019-06-30 $2.2M 15k 148.58
2019-03-31 $2.0M 14k 147.48
2018-12-31 $1.2M 9.4k 131.83
2018-09-30 $1.4M 8.3k 167.43
2018-06-30 $1.4M 8.4k 163.21
2018-03-31 $1.0M 6.6k 150.82
2017-12-31 $921k 6.0k 153.50
2017-09-30 $779k 5.2k 149.03
2017-06-30 $648k 4.6k 139.72
2017-03-31 $784k 5.7k 138.74

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NVIDIA Corporation Put Option (NVDA)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx