Lido Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $160M | Sell |
1,288,697
-16,487
| -1% | -$1.99M | 0.43% | 31 |
|
|
2026
Q1 | $139M | Sell |
1,305,184
-196,736
| -13% | -$22.3M | 0.43% | 33 |
|
|
2025
Q4 | $177M | Sell |
1,501,920
-4,436
| -0.3% | -$525K | 0.53% | 25 |
|
|
2025
Q3 | $176M | Buy |
1,506,356
+343,576
| +30% | +$38.3M | 0.55% | 26 |
|
|
2025
Q2 | $123M | Buy |
1,162,780
+329,160
| +39% | +$31.5M | 0.48% | 28 |
|
|
2025
Q1 | $75.3M | Buy |
833,620
+16,012
| +2% | +$1.58M | 0.34% | 41 |
|
|
2024
Q4 | $82.1M | Buy |
817,608
+212,544
| +35% | +$20.9M | 0.37% | 35 |
|
|
2024
Q3 | $56.8M | Sell |
605,064
-236
| -0% | -$21.4K | 0.28% | 38 |
|
|
2024
Q2 | $55.2M | Buy |
605,300
+19,028
| +3% | +$1.62M | 0.31% | 35 |
|
|
2024
Q1 | $49.4M | Buy |
586,272
+22,276
| +4% | +$1.79M | 0.29% | 36 |
|
|
2023
Q4 | $42.7M | Buy |
563,996
+8,892
| +2% | +$629K | 0.29% | 37 |
|
|
2023
Q3 | $36.9M | Buy |
555,104
+80,828
| +17% | +$5.58M | 0.28% | 38 |
|
|
2023
Q2 | $32.6M | Buy |
474,276
+321,744
| +211% | +$20.5M | 0.23% | 46 |
|
|
2023
Q1 | $9.32M | Buy |
152,532
+6,636
| +5% | +$382K | 0.09% | 132 |
|
|
2022
Q4 | $7.81M | Buy |
145,896
+6,768
| +5% | +$372K | 0.1% | 119 |
|
|
2022
Q3 | $7.32M | Buy |
139,128
+7,708
| +6% | +$453K | 0.09% | 112 |
|
|
2022
Q2 | $7.18M | Buy |
131,420
+5,264
| +4% | +$316K | 0.1% | 105 |
|
|
2022
Q1 | $8.76M | Buy |
126,156
+4,484
| +4% | +$306K | 0.1% | 105 |
|
|
2021
Q4 | $9.29M | Sell |
121,672
-5,468
| -4% | -$405K | 0.1% | 102 |
|
|
2021
Q3 | $8.71M | Buy |
127,140
+14,948
| +13% | +$1.06M | 0.12% | 95 |
|
|
2021
Q2 | $7.62M | Buy |
112,192
+14,768
| +15% | +$952K | 0.11% | 113 |
|
|
2021
Q1 | $5.92M | Sell |
97,424
-3,592
| -4% | -$219K | 0.1% | 121 |
|
|
2020
Q4 | $6.09M | Buy |
101,016
+46,240
| +84% | +$2.63M | 0.13% | 105 |
|
|
2020
Q3 | $2.97M | Buy |
54,776
+7,616
| +16% | +$401K | 0.08% | 133 |
|
|
2020
Q2 | $2.26M | Sell |
47,160
-2,180
| -4% | -$96.1K | 0.07% | 144 |
|
|
2020
Q1 | $1.86M | Buy |
49,340
+4,756
| +11% | +$205K | 0.08% | 139 |
|
|
2019
Q4 | $1.96M | Buy |
44,584
+12,412
| +39% | +$518K | 0.08% | 145 |
|
|
2019
Q3 | $1.28M | Buy |
32,172
+7,240
| +29% | +$290K | 0.07% | 176 |
|
|
2019
Q2 | $980K | Buy |
24,932
+9,596
| +63% | +$371K | 0.06% | 190 |
|
|
2019
Q1 | $580K | Sell |
15,336
-480
| -3% | -$17.2K | 0.04% | 264 |
|
|
2018
Q4 | $517K | Buy |
15,816
+8,516
| +117% | +$300K | 0.05% | 224 |
|
|
2018
Q3 | $286K | Buy |
7,300
+1,048
| +17% | +$39.7K | 0.03% | 347 |
|
|
2018
Q2 | $224K | Buy |
+6,252
| New | +$221K | 0.03% | 376 |
|
|
2016
Q4 | – | Sell |
-8,188
| Closed | -$213K | – | 230 |
|
|
2016
Q3 | $213K | Sell |
8,188
-42,244
| -84% | -$1.1M | 0.07% | 131 |
|
|
2016
Q2 | $1.26M | Buy |
50,432
+2,268
| +5% | +$56.6K | 0.39% | 20 |
|
|
2016
Q1 | $1.2M | Buy |
+48,164
| New | +$1.14M | 0.4% | 22 |
|
Other funds holding IWF
Lido Advisors's IWF Position: Q2 2026 in Review
Lido Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $1.99M and leaving 1,288,697 shares worth $160M. The position accounts for 0.43% of the portfolio, ranked #31.
Lido Advisors first reported a position in IWF in Q1 2016 and has held it in 36 quarters since. The position peaked at $177M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Lido Advisors held 1,288,697 shares of iShares Russell 1000 Growth ETF worth $160M as of Q2 2026.
- Lido Advisors sold 16,487 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.99M.
- iShares Russell 1000 Growth ETF made up 0.43% of Lido Advisors's portfolio in Q2 2026, its #31 holding.
- Lido Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 36 quarters since.
- Lido Advisors's iShares Russell 1000 Growth ETF position peaked at $177M in Q4 2025.
- 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.