iShares Russell 2000 Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $26M | 132k | 200.71 |
| 2023-09-30 | $18M | 102k | 176.74 |
| 2023-06-30 | $17M | 88k | 187.27 |
| 2023-03-31 | $12M | 65k | 178.40 |
| 2022-12-31 | $5.5M | 31k | 174.36 |
| 2022-09-30 | $12M | 73k | 163.23 |
| 2022-06-30 | $12M | 71k | 168.89 |
| 2022-03-31 | $17M | 82k | 205.20 |
| 2021-12-31 | $22M | 100k | 222.45 |
| 2021-09-30 | $10M | 41k | 245.97 |
| 2021-06-30 | $10M | 45k | 229.38 |
| 2021-03-31 | $4.4M | 20k | 220.97 |
| 2020-12-31 | $3.8M | 19k | 196.06 |
| 2020-09-30 | $2.7M | 18k | 149.81 |
| 2020-06-30 | $2.0M | 14k | 143.08 |
| 2020-03-31 | $2.6M | 23k | 114.42 |
| 2019-12-31 | $4.2M | 25k | 165.65 |
| 2019-09-30 | $5.4M | 36k | 151.33 |
| 2019-06-30 | $4.1M | 27k | 155.49 |
| 2019-03-31 | $8.0M | 52k | 153.09 |
| 2018-12-31 | $4.6M | 34k | 133.89 |
| 2018-09-30 | $6.1M | 36k | 169.00 |
| 2018-06-30 | $9.7M | 59k | 163.74 |
| 2018-03-31 | $4.7M | 31k | 151.83 |
| 2017-12-31 | $2.9M | 19k | 152.41 |
| 2017-09-30 | $2.6M | 17k | 149.21 |
| 2017-06-30 | $951k | 6.7k | 140.95 |
| 2017-03-31 | $573k | 4.1k | 138.34 |
| 2016-12-31 | $490k | 3.6k | 134.95 |
| 2016-09-30 | $411k | 3.3k | 124.17 |
| 2016-06-30 | $377k | 3.3k | 114.90 |
| 2016-03-31 | $252k | 2.3k | 110.48 |