Lido Advisors »

iShares Russell Microcap Index shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Microcap Index by Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $580k 5.1k 114.00
2024-03-31 $617k 5.1k 121.18
2023-12-31 $590k 5.1k 116.02
2023-09-30 $509k 5.1k 100.10
2023-06-30 $324k 3.0k 109.30

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lido Advisors

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index