iShares Russell Midcap Value Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47M | 335k | 139.67 |
| 2025-06-30 | $45M | 344k | 132.14 |
| 2025-03-31 | $42M | 336k | 125.97 |
| 2024-12-31 | $38M | 296k | 129.34 |
| 2024-09-30 | $4.9M | 37k | 132.25 |
| 2024-06-30 | $4.4M | 36k | 120.74 |
| 2024-03-31 | $4.5M | 36k | 125.33 |
| 2023-12-31 | $4.3M | 37k | 116.29 |
| 2023-09-30 | $3.0M | 29k | 104.34 |
| 2023-06-30 | $3.2M | 29k | 109.84 |
| 2023-03-31 | $1.2M | 11k | 106.20 |
| 2022-12-31 | $1.1M | 11k | 105.34 |
| 2022-09-30 | $986k | 10k | 95.96 |
| 2022-06-30 | $1.1M | 10k | 101.54 |
| 2022-03-31 | $1.1M | 9.6k | 119.58 |
| 2021-12-31 | $1.2M | 9.7k | 122.33 |
| 2021-09-30 | $1.0M | 7.0k | 149.78 |
| 2021-06-30 | $990k | 8.6k | 114.94 |
| 2021-03-31 | $943k | 8.6k | 109.26 |
| 2020-12-31 | $884k | 9.1k | 96.93 |
| 2020-09-30 | $204k | 2.5k | 80.98 |
| 2020-06-30 | $230k | 3.0k | 76.62 |
| 2019-12-31 | $258k | 2.7k | 94.64 |
| 2019-09-30 | $244k | 2.7k | 89.64 |
| 2019-06-30 | $221k | 2.5k | 89.01 |
| 2019-03-31 | $240k | 2.8k | 86.64 |
| 2018-12-31 | $221k | 2.9k | 76.13 |
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