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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
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

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Goldman Sachs Group
Orion Portfolio Solutions
Bessemer
HighTower Advisors

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