Lido Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lido Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,600	Closed	-$189K	–	2045
2025 Q4	$189K	Hold	1,600	–	–	﹤0.01%	1782
2025 Q3	$187K	Hold	1,600	–	–	﹤0.01%	1684
2025 Q2	$170K	Buy	+1,600	New	+$153K	﹤0.01%	1542
2024 Q3	–	Sell	-2,400	Closed	-$219K	–	1514
2024 Q2	$219K	Hold	2,400	–	–	﹤0.01%	1257
2024 Q1	$202K	Hold	2,400	–	–	﹤0.01%	1260
2023 Q4	$182K	Hold	2,400	–	–	﹤0.01%	1234
2023 Q3	$160K	Hold	2,400	–	–	﹤0.01%	1104
2023 Q2	$165K	Hold	2,400	–	–	﹤0.01%	1119
2023 Q1	$147K	Hold	2,400	–	–	﹤0.01%	1052
2022 Q4	$129K	Buy	+2,400	New	+$132K	﹤0.01%	948
2021 Q2	–	Sell	-4,400	Closed	-$267K	–	925
2021 Q1	$267K	Hold	4,400	–	–	﹤0.01%	703
2020 Q4	$265K	Hold	4,400	–	–	0.01%	663
2020 Q3	$238K	Buy	+4,400	New	+$232K	0.01%	552

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's IWF Position: Q1 2026 in Review

Lido Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q1 2026, selling an estimated $22.3M and leaving 1,305,184 shares worth $139M. The position accounts for 0.43% of the portfolio, ranked #33.

Lido Advisors first reported a position in IWF in Q1 2016 and has held it in 35 quarters since. The position peaked at $177M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Lido Advisors held 1,305,184 shares of iShares Russell 1000 Growth ETF worth $139M as of Q1 2026.
Lido Advisors sold 196,736 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $22.3M.
iShares Russell 1000 Growth ETF made up 0.43% of Lido Advisors's portfolio in Q1 2026, its #33 holding.
Lido Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 35 quarters since.
Lido Advisors's iShares Russell 1000 Growth ETF position peaked at $177M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.