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
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Quarterly reported holdings in iShares Russell 1000 Value Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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