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iShares Dow Jones US Financial shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $461k 5.4k 85.41
2023-09-30 $406k 5.4k 74.77
2023-06-30 $258k 3.5k 74.63
2023-03-31 $385k 5.4k 71.14
2022-12-31 $331k 4.4k 75.49
2022-09-30 $296k 4.4k 67.55
2022-06-30 $400k 5.7k 69.81
2022-03-31 $525k 6.2k 84.42
2021-12-31 $489k 5.6k 86.61
2021-09-30 $510k 8.2k 61.91
2021-06-30 $500k 6.2k 80.98
2021-03-31 $488k 6.5k 74.86
2020-12-31 $434k 6.5k 66.65
2020-09-30 $397k 3.5k 113.40
2020-06-30 $407k 3.7k 110.21
2020-03-31 $388k 4.0k 97.19
2019-12-31 $596k 4.3k 137.77
2019-09-30 $387k 3.0k 128.70
2019-06-30 $352k 2.8k 125.31
2019-03-31 $319k 2.7k 117.89
2018-12-31 $280k 2.6k 106.14
2018-09-30 $325k 2.7k 121.59
2018-06-30 $5.9M 50k 117.19
2018-03-31 $5.3M 45k 117.80
2017-12-31 $5.0M 42k 119.42
2017-09-30 $4.6M 40k 114.66