iShares Russell Midcap Index Fund shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares Russell Midcap Index Fund
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All positions including iShares Russell Midcap Index Fund held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Index Fund by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $89M | 919k | 96.55 |
| 2025-06-30 | $85M | 926k | 91.97 |
| 2025-03-31 | $81M | 947k | 85.07 |
| 2024-12-31 | $80M | 907k | 88.40 |
| 2024-09-30 | $12M | 137k | 88.14 |
| 2024-06-30 | $12M | 147k | 81.08 |
| 2024-03-31 | $11M | 135k | 84.09 |
| 2023-12-31 | $9.8M | 127k | 77.73 |
| 2023-09-30 | $8.7M | 125k | 69.25 |
| 2023-06-30 | $6.8M | 94k | 73.02 |
| 2023-03-31 | $1.4M | 20k | 69.91 |
| 2022-12-31 | $1.4M | 21k | 67.45 |
| 2022-09-30 | $1.1M | 18k | 62.15 |
| 2022-06-30 | $282k | 4.4k | 64.58 |
| 2022-03-31 | $1.4M | 18k | 78.01 |
| 2021-12-31 | $1.6M | 19k | 83.00 |
| 2021-09-30 | $1.5M | 22k | 70.20 |
| 2021-06-30 | $359k | 4.5k | 79.32 |
| 2021-03-31 | $4.3M | 59k | 73.94 |
| 2020-12-31 | $4.1M | 60k | 68.55 |
| 2019-12-31 | $260k | 4.4k | 59.63 |
| 2018-09-30 | $632k | 2.9k | 221.60 |
| 2018-06-30 | $605k | 2.9k | 212.13 |
| 2018-03-31 | $632k | 3.1k | 206.13 |
| 2017-12-31 | $593k | 2.9k | 207.92 |
| 2017-09-30 | $571k | 2.9k | 200.21 |
| 2017-06-30 | $548k | 2.9k | 192.15 |
| 2017-03-31 | $550k | 2.9k | 189.13 |
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