iShares Russell 1000 Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $7.2M | 24k | 297.55 |
| 2024-03-31 | $7.4M | 26k | 288.03 |
| 2023-12-31 | $6.8M | 26k | 262.26 |
| 2023-09-30 | $6.2M | 26k | 234.91 |
| 2023-06-30 | $6.4M | 26k | 243.75 |
| 2023-03-31 | $5.2M | 23k | 225.23 |
| 2022-12-31 | $4.8M | 23k | 210.52 |
| 2022-09-30 | $4.1M | 21k | 197.33 |
| 2022-06-30 | $4.2M | 20k | 207.73 |
| 2022-03-31 | $4.9M | 20k | 250.06 |
| 2021-12-31 | $4.5M | 17k | 264.39 |
| 2021-09-30 | $4.7M | 26k | 177.07 |
| 2021-06-30 | $4.8M | 20k | 242.10 |
| 2021-03-31 | $4.1M | 18k | 223.84 |
| 2020-12-31 | $3.9M | 18k | 211.82 |
| 2020-09-30 | $1.9M | 10k | 187.15 |
| 2020-06-30 | $1.2M | 7.2k | 171.73 |
| 2020-03-31 | $943k | 6.7k | 141.49 |
| 2019-12-31 | $1.4M | 7.7k | 178.47 |
| 2019-09-30 | $1.1M | 6.5k | 164.60 |
| 2019-06-30 | $954k | 5.9k | 162.72 |
| 2019-03-31 | $779k | 5.0k | 157.28 |
| 2018-12-31 | $590k | 4.3k | 138.53 |
| 2018-09-30 | $2.8M | 17k | 162.43 |
| 2018-06-30 | $2.5M | 16k | 151.95 |
| 2018-03-31 | $2.4M | 17k | 146.86 |
| 2017-12-31 | $2.4M | 16k | 148.58 |
| 2017-09-30 | $2.3M | 16k | 143.06 |
| 2017-06-30 | $2.1M | 16k | 135.29 |
| 2017-03-31 | $2.2M | 16k | 133.42 |
| 2016-12-31 | $359k | 2.9k | 124.61 |
| 2016-09-30 | $347k | 2.9k | 120.53 |
| 2016-06-30 | $336k | 2.9k | 116.79 |
| 2016-03-31 | $328k | 2.9k | 114.01 |