Lido Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $97.2M | Sell |
272,499
-9,377
| -3% | -$3.49M | 0.3% | 56 |
|
|
2025
Q4 | $105M | Buy |
281,876
+162,537
| +136% | +$60.2M | 0.31% | 46 |
|
|
2025
Q3 | $43.6M | Buy |
119,339
+4,046
| +4% | +$1.43M | 0.14% | 96 |
|
|
2025
Q2 | $39.2M | Buy |
115,293
+87,386
| +313% | +$27.4M | 0.15% | 85 |
|
|
2025
Q1 | $8.56M | Sell |
27,907
-1,009
| -3% | -$326K | 0.04% | 255 |
|
|
2024
Q4 | $9.32M | Buy |
28,916
+4,958
| +21% | +$1.61M | 0.04% | 230 |
|
|
2024
Q3 | $7.53M | Sell |
23,958
-116
| -0.5% | -$35.1K | 0.04% | 251 |
|
|
2024
Q2 | $7.16M | Sell |
24,074
-1,459
| -6% | -$419K | 0.04% | 236 |
|
|
2024
Q1 | $7.35M | Sell |
25,533
-267
| -1% | -$73.2K | 0.04% | 221 |
|
|
2023
Q4 | $6.77M | Sell |
25,800
-447
| -2% | -$109K | 0.05% | 226 |
|
|
2023
Q3 | $6.17M | Buy |
26,247
+97
| +0.4% | +$23.7K | 0.05% | 197 |
|
|
2023
Q2 | $6.37M | Buy |
26,150
+3,121
| +14% | +$719K | 0.05% | 189 |
|
|
2023
Q1 | $5.19M | Buy |
23,029
+272
| +1% | +$59.9K | 0.05% | 198 |
|
|
2022
Q4 | $4.79M | Buy |
22,757
+1,858
| +9% | +$393K | 0.06% | 173 |
|
|
2022
Q3 | $4.12M | Buy |
20,899
+868
| +4% | +$190K | 0.05% | 166 |
|
|
2022
Q2 | $4.16M | Buy |
20,031
+484
| +2% | +$109K | 0.06% | 143 |
|
|
2022
Q1 | $4.89M | Buy |
19,547
+2,644
| +16% | +$653K | 0.05% | 153 |
|
|
2021
Q4 | $4.47M | Sell |
16,903
-2,469
| -13% | -$636K | 0.05% | 171 |
|
|
2021
Q3 | $4.68M | Sell |
19,372
-438
| -2% | -$109K | 0.07% | 163 |
|
|
2021
Q2 | $4.8M | Buy |
19,810
+1,511
| +8% | +$356K | 0.07% | 157 |
|
|
2021
Q1 | $4.1M | Sell |
18,299
-14
| -0.1% | -$3.06K | 0.07% | 157 |
|
|
2020
Q4 | $3.88M | Buy |
18,313
+8,027
| +78% | +$1.6M | 0.08% | 140 |
|
|
2020
Q3 | $1.93M | Buy |
10,286
+3,083
| +43% | +$569K | 0.05% | 169 |
|
|
2020
Q2 | $1.24M | Buy |
7,203
+538
| +8% | +$87K | 0.04% | 214 |
|
|
2020
Q1 | $943K | Sell |
6,665
-1,045
| -14% | -$177K | 0.04% | 235 |
|
|
2019
Q4 | $1.38M | Buy |
7,710
+1,191
| +18% | +$203K | 0.05% | 213 |
|
|
2019
Q3 | $1.07M | Buy |
6,519
+656
| +11% | +$108K | 0.05% | 203 |
|
|
2019
Q2 | $954K | Buy |
5,863
+910
| +18% | +$146K | 0.05% | 196 |
|
|
2019
Q1 | $779K | Buy |
4,953
+694
| +16% | +$105K | 0.05% | 227 |
|
|
2018
Q4 | $590K | Sell |
4,259
-12,758
| -75% | -$1.91M | 0.06% | 198 |
|
|
2018
Q3 | $2.76M | Buy |
17,017
+801
| +5% | +$127K | 0.27% | 61 |
|
|
2018
Q2 | $2.46M | Sell |
16,216
-466
| -3% | -$70.2K | 0.28% | 52 |
|
|
2018
Q1 | $2.45M | Buy |
16,682
+401
| +2% | +$60.9K | 0.34% | 49 |
|
|
2017
Q4 | $2.42M | Buy |
16,281
+1
| +0% | +$145 | 0.34% | 44 |
|
|
2017
Q3 | $2.33M | Buy |
16,280
+425
| +3% | +$58.3K | 0.37% | 41 |
|
|
2017
Q2 | $2.15M | Sell |
15,855
-327
| -2% | -$43.7K | 0.45% | 32 |
|
|
2017
Q1 | $2.16M | Buy |
16,182
+13,301
| +462% | +$1.72M | 0.6% | 29 |
|
|
2016
Q4 | $359K | Buy |
2,881
+2
| +0.1% | +$243 | 0.09% | 120 |
|
|
2016
Q3 | $347K | Buy |
2,879
+2
| +0.1% | +$240 | 0.11% | 86 |
|
|
2016
Q2 | $336K | Hold |
2,877
| – | – | 0.1% | 98 |
|
|
2016
Q1 | $328K | Buy |
+2,877
| New | +$311K | 0.11% | 91 |
|
Other funds holding IWB
Lido Advisors's IWB Position: Q1 2026 in Review
Lido Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 3.3% in Q1 2026, selling an estimated $3.49M and leaving 272,499 shares worth $97.2M. The position accounts for 0.3% of the portfolio, ranked #56.
Lido Advisors first reported a position in IWB in Q1 2016 and has held it in 41 quarters since. The position peaked at $105M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Lido Advisors held 272,499 shares of iShares Russell 1000 ETF worth $97.2M as of Q1 2026.
- Lido Advisors sold 9,377 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.49M.
- iShares Russell 1000 ETF made up 0.3% of Lido Advisors's portfolio in Q1 2026, its #56 holding.
- Lido Advisors first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's iShares Russell 1000 ETF position peaked at $105M in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.