iShares S&P 500 Growth Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index 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 500 Growth Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $200M | 2.1M | 95.75 |
| 2024-06-30 | $239M | 2.6M | 92.54 |
| 2024-03-31 | $212M | 2.5M | 84.44 |
| 2023-12-31 | $192M | 2.6M | 75.10 |
| 2023-09-30 | $171M | 2.5M | 68.42 |
| 2023-06-30 | $130M | 1.8M | 70.48 |
| 2023-03-31 | $92M | 1.4M | 63.91 |
| 2022-12-31 | $80M | 1.4M | 58.50 |
| 2022-09-30 | $80M | 1.4M | 57.85 |
| 2022-06-30 | $58M | 960k | 60.35 |
| 2022-03-31 | $74M | 973k | 76.38 |
| 2021-12-31 | $169M | 2.0M | 83.67 |
| 2021-09-30 | $153M | 20k | 7828.77 |
| 2021-06-30 | $63M | 860k | 72.73 |
| 2021-03-31 | $51M | 785k | 65.11 |
| 2020-12-31 | $107M | 1.7M | 63.82 |
| 2020-09-30 | $110M | 474k | 231.08 |
| 2020-06-30 | $87M | 418k | 207.49 |
| 2020-03-31 | $67M | 408k | 165.05 |
| 2019-12-31 | $75M | 385k | 193.64 |
| 2019-09-30 | $64M | 354k | 180.03 |
| 2019-06-30 | $62M | 344k | 179.24 |
| 2019-03-31 | $54M | 315k | 172.36 |
| 2018-12-31 | $54M | 355k | 150.67 |
| 2018-09-30 | $54M | 305k | 177.63 |
| 2018-06-30 | $40M | 247k | 162.61 |
| 2018-03-31 | $30M | 194k | 155.07 |
| 2017-12-31 | $25M | 166k | 152.77 |
| 2017-09-30 | $22M | 146k | 148.14 |
| 2017-06-30 | $18M | 134k | 136.85 |
| 2017-03-31 | $19M | 142k | 135.35 |
| 2016-12-31 | $1.7M | 14k | 121.78 |