Lido Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Buy |
290,695
+82,290
| +39% | +$34.9M | 0.48% | 24 |
|
|
2025
Q1 | $75.3M | Buy |
208,405
+4,003
| +2% | +$1.45M | 0.34% | 38 |
|
|
2024
Q4 | $82.1M | Buy |
204,402
+53,136
| +35% | +$21.3M | 0.37% | 32 |
|
|
2024
Q3 | $56.8M | Sell |
151,266
-59
| -0% | -$22.1K | 0.28% | 33 |
|
|
2024
Q2 | $55.2M | Buy |
151,325
+4,757
| +3% | +$1.73M | 0.31% | 31 |
|
|
2024
Q1 | $49.4M | Buy |
146,568
+5,569
| +4% | +$1.88M | 0.29% | 32 |
|
|
2023
Q4 | $42.7M | Buy |
140,999
+2,223
| +2% | +$674K | 0.29% | 33 |
|
|
2023
Q3 | $36.9M | Buy |
138,776
+20,207
| +17% | +$5.37M | 0.28% | 34 |
|
|
2023
Q2 | $32.6M | Buy |
118,569
+80,436
| +211% | +$22.1M | 0.23% | 42 |
|
|
2023
Q1 | $9.32M | Buy |
38,133
+1,659
| +5% | +$405K | 0.09% | 127 |
|
|
2022
Q4 | $7.81M | Buy |
36,474
+1,692
| +5% | +$363K | 0.1% | 112 |
|
|
2022
Q3 | $7.32M | Buy |
34,782
+1,927
| +6% | +$405K | 0.09% | 104 |
|
|
2022
Q2 | $7.19M | Buy |
32,855
+1,316
| +4% | +$288K | 0.1% | 96 |
|
|
2022
Q1 | $8.76M | Buy |
31,539
+1,121
| +4% | +$311K | 0.1% | 95 |
|
|
2021
Q4 | $9.3M | Sell |
30,418
-1,367
| -4% | -$418K | 0.1% | 92 |
|
|
2021
Q3 | $8.71M | Buy |
31,785
+3,737
| +13% | +$1.02M | 0.12% | 84 |
|
|
2021
Q2 | $7.62M | Buy |
28,048
+3,692
| +15% | +$1M | 0.11% | 100 |
|
|
2021
Q1 | $5.92M | Sell |
24,356
-898
| -4% | -$218K | 0.1% | 106 |
|
|
2020
Q4 | $6.09M | Buy |
25,254
+11,560
| +84% | +$2.79M | 0.13% | 95 |
|
|
2020
Q3 | $2.97M | Buy |
13,694
+1,904
| +16% | +$413K | 0.08% | 120 |
|
|
2020
Q2 | $2.26M | Sell |
11,790
-545
| -4% | -$105K | 0.07% | 129 |
|
|
2020
Q1 | $1.86M | Buy |
12,335
+1,189
| +11% | +$179K | 0.08% | 124 |
|
|
2019
Q4 | $1.96M | Buy |
11,146
+3,103
| +39% | +$546K | 0.08% | 127 |
|
|
2019
Q3 | $1.28M | Buy |
8,043
+1,810
| +29% | +$289K | 0.07% | 154 |
|
|
2019
Q2 | $980K | Buy |
6,233
+2,399
| +63% | +$377K | 0.06% | 170 |
|
|
2019
Q1 | $580K | Sell |
3,834
-120
| -3% | -$18.2K | 0.04% | 240 |
|
|
2018
Q4 | $517K | Buy |
3,954
+2,129
| +117% | +$278K | 0.05% | 207 |
|
|
2018
Q3 | $286K | Buy |
1,825
+262
| +17% | +$41.1K | 0.03% | 328 |
|
|
2018
Q2 | $224K | Buy |
+1,563
| New | +$224K | 0.03% | 356 |
|
|
2016
Q4 | – | Sell |
-2,047
| Closed | -$213K | – | 230 |
|
|
2016
Q3 | $213K | Sell |
2,047
-10,561
| -84% | -$1.1M | 0.07% | 131 |
|
|
2016
Q2 | $1.27M | Buy |
12,608
+567
| +5% | +$56.9K | 0.39% | 20 |
|
|
2016
Q1 | $1.2M | Buy |
+12,041
| New | +$1.2M | 0.4% | 22 |
|