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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Lido Advisors

Quarter filed Position value Share count Share price at filing
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