Lido Advisors »

iShares Russell 1000 Value Index shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.8M 51k 174.47
2024-03-31 $9.2M 51k 179.11
2023-12-31 $9.4M 57k 165.25
2023-09-30 $8.1M 53k 151.82
2023-06-30 $8.4M 53k 157.83
2023-03-31 $8.9M 58k 152.26
2022-12-31 $6.1M 40k 151.65
2022-09-30 $4.7M 39k 120.69
2022-06-30 $4.0M 28k 144.96
2022-03-31 $6.1M 37k 165.95
2021-12-31 $5.9M 35k 167.92
2021-09-30 $5.6M 13k 443.49
2021-06-30 $3.5M 22k 158.64
2021-03-31 $3.0M 20k 151.54
2020-12-31 $2.8M 21k 136.73
2020-09-30 $1.4M 12k 118.18
2020-06-30 $1.3M 11k 112.66
2020-03-31 $1.3M 13k 99.15
2019-12-31 $1.7M 13k 136.52
2019-09-30 $780k 6.1k 128.27
2019-06-30 $876k 6.9k 127.20
2019-03-31 $831k 6.7k 123.39
2018-12-31 $782k 7.0k 110.97
2018-09-30 $712k 5.6k 127.32
2018-06-30 $520k 4.3k 121.24
2018-03-31 $525k 4.4k 119.75
2017-12-31 $346k 2.8k 124.19
2017-09-30 $332k 2.8k 119.17
2017-06-30 $3.3M 29k 116.43
2017-03-31 $3.2M 27k 114.93
2016-12-31 $2.2M 20k 112.05
2016-09-30 $1.5M 14k 105.63
2016-06-30 $331k 3.2k 103.15
2016-03-31 $297k 3.0k 98.77

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 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index