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Ishares Tr rus200 val idx shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $87M 993k 87.88
2025-06-30 $84M 1000k 84.19
2025-03-31 $85M 1.0M 82.18
2024-12-31 $76M 956k 79.03

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View all positions for Lido Advisors

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx