iShares Russell 3000 Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.1M | 33k | 273.74 |
| 2023-09-30 | $8.1M | 33k | 245.06 |
| 2023-06-30 | $8.5M | 34k | 254.49 |
| 2023-03-31 | $8.0M | 34k | 235.39 |
| 2022-12-31 | $12M | 53k | 220.68 |
| 2022-09-30 | $4.9M | 24k | 207.01 |
| 2022-06-30 | $5.2M | 24k | 217.35 |
| 2022-03-31 | $6.3M | 24k | 262.35 |
| 2021-12-31 | $6.2M | 22k | 277.48 |
| 2021-09-30 | $5.7M | 184k | 31.13 |
| 2021-06-30 | $5.9M | 23k | 255.91 |
| 2021-03-31 | $5.6M | 23k | 237.22 |
| 2020-12-31 | $5.3M | 24k | 223.53 |
| 2020-09-30 | $4.7M | 24k | 195.72 |
| 2020-06-30 | $4.5M | 25k | 180.08 |
| 2020-03-31 | $3.7M | 25k | 148.35 |
| 2019-12-31 | $5.1M | 27k | 188.49 |
| 2019-09-30 | $4.9M | 28k | 173.76 |
| 2019-06-30 | $4.9M | 28k | 172.33 |
| 2019-03-31 | $4.9M | 29k | 166.67 |
| 2018-12-31 | $4.4M | 30k | 146.90 |
| 2018-09-30 | $5.7M | 33k | 173.07 |
| 2018-06-30 | $5.6M | 34k | 162.27 |
| 2018-03-31 | $5.5M | 35k | 156.33 |
| 2017-12-31 | $6.1M | 39k | 158.17 |
| 2017-09-30 | $6.2M | 41k | 152.49 |
| 2017-06-30 | $6.2M | 43k | 144.01 |
| 2017-03-31 | $6.1M | 43k | 142.04 |
| 2016-12-31 | $11M | 81k | 132.98 |
| 2016-09-30 | $9.3M | 73k | 128.19 |
| 2016-06-30 | $7.9M | 64k | 124.02 |
| 2016-03-31 | $3.9M | 32k | 120.86 |