iShares Russell 2000 Value Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.6M | 31k | 181.21 |
| 2025-09-30 | $5.4M | 30k | 176.82 |
| 2025-06-30 | $4.2M | 27k | 157.76 |
| 2025-03-31 | $2.1M | 14k | 151.00 |
| 2024-12-31 | $2.4M | 15k | 164.15 |
| 2024-09-30 | $2.0M | 12k | 166.83 |
| 2024-06-30 | $1.9M | 13k | 152.30 |
| 2024-03-31 | $1.8M | 11k | 158.80 |
| 2023-12-31 | $2.1M | 13k | 155.33 |
| 2023-09-30 | $2.4M | 18k | 135.55 |
| 2023-06-30 | $2.5M | 18k | 140.81 |
| 2023-03-31 | $3.0M | 22k | 137.00 |
| 2022-12-31 | $4.7M | 34k | 138.67 |
| 2022-09-30 | $921k | 7.4k | 125.00 |
| 2022-06-30 | $866k | 6.4k | 136.04 |
| 2022-03-31 | $1.1M | 7.1k | 161.31 |
| 2021-12-31 | $1.2M | 7.1k | 165.97 |
| 2021-09-30 | $1.1M | 36k | 30.90 |
| 2021-06-30 | $747k | 4.5k | 165.82 |
| 2021-03-31 | $803k | 5.0k | 159.45 |
| 2020-12-31 | $519k | 3.9k | 131.73 |
| 2020-09-30 | $301k | 3.0k | 99.31 |
| 2020-06-30 | $224k | 2.3k | 97.31 |
| 2019-12-31 | $302k | 2.3k | 128.78 |
| 2019-09-30 | $275k | 2.3k | 119.41 |
| 2019-06-30 | $267k | 2.2k | 120.49 |
| 2019-03-31 | $299k | 2.5k | 119.79 |
| 2018-06-30 | $223k | 1.7k | 131.72 |
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