Lido Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66.2M | Buy |
309,810
+127,471
| +70% | +$27.9M | 0.2% | 78 |
|
|
2025
Q4 | $37.8M | Sell |
182,339
-2,739
| -1% | -$566K | 0.11% | 118 |
|
|
2025
Q3 | $37.7M | Sell |
185,078
-5,168
| -3% | -$1.03M | 0.12% | 114 |
|
|
2025
Q2 | $37M | Buy |
190,246
+47,699
| +33% | +$8.83M | 0.14% | 89 |
|
|
2025
Q1 | $26.8M | Buy |
142,547
+364
| +0.3% | +$69.3K | 0.12% | 105 |
|
|
2024
Q4 | $26.3M | Buy |
142,183
+91,602
| +181% | +$17.6M | 0.12% | 104 |
|
|
2024
Q3 | $9.6M | Sell |
50,581
-103
| -0.2% | -$18.8K | 0.05% | 207 |
|
|
2024
Q2 | $8.84M | Sell |
50,684
-765
| -1% | -$134K | 0.05% | 199 |
|
|
2024
Q1 | $9.22M | Sell |
51,449
-5,358
| -9% | -$907K | 0.05% | 184 |
|
|
2023
Q4 | $9.39M | Buy |
56,807
+3,368
| +6% | +$520K | 0.06% | 170 |
|
|
2023
Q3 | $8.11M | Buy |
53,439
+70
| +0.1% | +$11.1K | 0.06% | 163 |
|
|
2023
Q2 | $8.42M | Sell |
53,369
-4,917
| -8% | -$752K | 0.06% | 164 |
|
|
2023
Q1 | $8.87M | Buy |
58,286
+18,005
| +45% | +$2.78M | 0.09% | 141 |
|
|
2022
Q4 | $6.11M | Buy |
40,281
+942
| +2% | +$141K | 0.07% | 145 |
|
|
2022
Q3 | $5.35M | Buy |
39,339
+11,877
| +43% | +$1.78M | 0.07% | 142 |
|
|
2022
Q2 | $3.98M | Sell |
27,462
-9,253
| -25% | -$1.45M | 0.05% | 147 |
|
|
2022
Q1 | $6.09M | Buy |
36,715
+1,347
| +4% | +$221K | 0.07% | 133 |
|
|
2021
Q4 | $5.94M | Sell |
35,368
-687
| -2% | -$113K | 0.06% | 146 |
|
|
2021
Q3 | $5.64M | Buy |
36,055
+14,012
| +64% | +$2.25M | 0.08% | 143 |
|
|
2021
Q2 | $3.5M | Buy |
22,043
+1,929
| +10% | +$305K | 0.05% | 190 |
|
|
2021
Q1 | $3.05M | Sell |
20,114
-547
| -3% | -$79.1K | 0.05% | 178 |
|
|
2020
Q4 | $2.83M | Buy |
20,661
+8,738
| +73% | +$1.12M | 0.06% | 171 |
|
|
2020
Q3 | $1.41M | Buy |
11,923
+774
| +7% | +$91.8K | 0.04% | 206 |
|
|
2020
Q2 | $1.26M | Sell |
11,149
-1,730
| -13% | -$190K | 0.04% | 210 |
|
|
2020
Q1 | $1.28M | Buy |
12,879
+251
| +2% | +$31.3K | 0.05% | 194 |
|
|
2019
Q4 | $1.72M | Buy |
12,628
+6,547
| +108% | +$863K | 0.07% | 170 |
|
|
2019
Q3 | $780K | Sell |
6,081
-806
| -12% | -$102K | 0.04% | 254 |
|
|
2019
Q2 | $876K | Buy |
6,887
+152
| +2% | +$19K | 0.05% | 211 |
|
|
2019
Q1 | $831K | Sell |
6,735
-312
| -4% | -$37.5K | 0.05% | 208 |
|
|
2018
Q4 | $782K | Buy |
7,047
+1,455
| +26% | +$174K | 0.08% | 154 |
|
|
2018
Q3 | $712K | Buy |
5,592
+1,303
| +30% | +$164K | 0.07% | 176 |
|
|
2018
Q2 | $520K | Sell |
4,289
-95
| -2% | -$11.6K | 0.06% | 197 |
|
|
2018
Q1 | $525K | Buy |
4,384
+1,598
| +57% | +$199K | 0.07% | 176 |
|
|
2017
Q4 | $346K | Hold |
2,786
| – | – | 0.05% | 205 |
|
|
2017
Q3 | $332K | Sell |
2,786
-25,790
| -90% | -$3M | 0.05% | 197 |
|
|
2017
Q2 | $3.33M | Buy |
28,576
+1,142
| +4% | +$131K | 0.69% | 20 |
|
|
2017
Q1 | $3.15M | Buy |
27,434
+7,747
| +39% | +$888K | 0.87% | 20 |
|
|
2016
Q4 | $2.21M | Buy |
19,687
+5,695
| +41% | +$616K | 0.54% | 18 |
|
|
2016
Q3 | $1.48M | Buy |
13,992
+10,783
| +336% | +$1.14M | 0.45% | 17 |
|
|
2016
Q2 | $331K | Buy |
3,209
+202
| +7% | +$20.4K | 0.1% | 100 |
|
|
2016
Q1 | $297K | Buy |
+3,007
| New | +$282K | 0.1% | 96 |
|
Other funds holding IWD
Lido Advisors's IWD Position: Q1 2026 in Review
Lido Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 70% in Q1 2026, buying an estimated $27.9M and bringing the position to 309,810 shares worth $66.2M. The position accounts for 0.2% of the portfolio, ranked #78.
Lido Advisors first reported a position in IWD in Q1 2016 and has held it in 41 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Lido Advisors held 309,810 shares of iShares Russell 1000 Value ETF worth $66.2M as of Q1 2026.
- Lido Advisors bought 127,471 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $27.9M.
- iShares Russell 1000 Value ETF made up 0.2% of Lido Advisors's portfolio in Q1 2026, its #78 holding.
- Lido Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 41 quarters since.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.