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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Lido Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $3.7M | 181k | 20.34 |
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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