Lido Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.7M | Buy |
236,641
+55,493
| +31% | +$14.3M | 0.18% | 83 |
|
|
2025
Q4 | $44.2M | Buy |
181,148
+14,220
| +9% | +$3.5M | 0.13% | 100 |
|
|
2025
Q3 | $40.4M | Buy |
166,928
+5,078
| +3% | +$1.17M | 0.13% | 104 |
|
|
2025
Q2 | $34.9M | Buy |
161,850
+9,838
| +6% | +$1.98M | 0.14% | 95 |
|
|
2025
Q1 | $30.3M | Sell |
152,012
-9,939
| -6% | -$2.16M | 0.14% | 93 |
|
|
2024
Q4 | $35.8M | Buy |
161,951
+66,835
| +70% | +$15.2M | 0.16% | 81 |
|
|
2024
Q3 | $21M | Sell |
95,116
-2,243
| -2% | -$480K | 0.1% | 99 |
|
|
2024
Q2 | $19.8M | Buy |
97,359
+11,543
| +13% | +$2.33M | 0.11% | 98 |
|
|
2024
Q1 | $18M | Buy |
85,816
+11,449
| +15% | +$2.28M | 0.11% | 101 |
|
|
2023
Q4 | $14.9M | Buy |
74,367
+17,883
| +32% | +$3.2M | 0.1% | 112 |
|
|
2023
Q3 | $9.98M | Buy |
56,484
+1,578
| +3% | +$296K | 0.08% | 138 |
|
|
2023
Q2 | $10.3M | Buy |
54,906
+17,376
| +46% | +$3.1M | 0.07% | 145 |
|
|
2023
Q1 | $6.7M | Buy |
37,530
+6,217
| +20% | +$1.14M | 0.07% | 169 |
|
|
2022
Q4 | $5.46M | Buy |
31,313
+1,904
| +6% | +$339K | 0.07% | 157 |
|
|
2022
Q3 | $4.85M | Sell |
29,409
-3,737
| -11% | -$682K | 0.06% | 150 |
|
|
2022
Q2 | $5.61M | Sell |
33,146
-2,441
| -7% | -$450K | 0.07% | 126 |
|
|
2022
Q1 | $7.3M | Sell |
35,587
-3,231
| -8% | -$659K | 0.08% | 116 |
|
|
2021
Q4 | $8.63M | Buy |
38,818
+17,036
| +78% | +$3.85M | 0.09% | 111 |
|
|
2021
Q3 | $4.76M | Sell |
21,782
-500
| -2% | -$111K | 0.07% | 161 |
|
|
2021
Q2 | $5.11M | Buy |
22,282
+2,193
| +11% | +$493K | 0.07% | 151 |
|
|
2021
Q1 | $4.44M | Buy |
20,089
+850
| +4% | +$186K | 0.08% | 149 |
|
|
2020
Q4 | $3.77M | Buy |
19,239
+1,303
| +7% | +$228K | 0.08% | 143 |
|
|
2020
Q3 | $2.69M | Buy |
17,936
+1,235
| +7% | +$186K | 0.07% | 140 |
|
|
2020
Q2 | $2.39M | Sell |
16,701
-3,924
| -19% | -$515K | 0.07% | 142 |
|
|
2020
Q1 | $2.36M | Sell |
20,625
-4,506
| -18% | -$672K | 0.1% | 121 |
|
|
2019
Q4 | $4.16M | Sell |
25,131
-1,768
| -7% | -$279K | 0.17% | 91 |
|
|
2019
Q3 | $4.07M | Buy |
26,899
+377
| +1% | +$57.6K | 0.21% | 76 |
|
|
2019
Q2 | $4.12M | Sell |
26,522
-2,660
| -9% | -$410K | 0.24% | 67 |
|
|
2019
Q1 | $4.47M | Sell |
29,182
-5,249
| -15% | -$789K | 0.29% | 58 |
|
|
2018
Q4 | $4.61M | Sell |
34,431
-1,487
| -4% | -$222K | 0.46% | 37 |
|
|
2018
Q3 | $6.07M | Buy |
35,918
+3,153
| +10% | +$532K | 0.59% | 30 |
|
|
2018
Q2 | $5.37M | Buy |
32,765
+2,053
| +7% | +$328K | 0.62% | 30 |
|
|
2018
Q1 | $4.66M | Buy |
30,712
+11,658
| +61% | +$1.8M | 0.64% | 34 |
|
|
2017
Q4 | $2.9M | Buy |
19,054
+1,776
| +10% | +$267K | 0.41% | 37 |
|
|
2017
Q3 | $2.58M | Buy |
17,278
+10,531
| +156% | +$1.48M | 0.41% | 37 |
|
|
2017
Q2 | $951K | Buy |
6,747
+2,605
| +63% | +$361K | 0.2% | 65 |
|
|
2017
Q1 | $573K | Buy |
4,142
+511
| +14% | +$69.8K | 0.16% | 93 |
|
|
2016
Q4 | $490K | Buy |
3,631
+321
| +10% | +$41K | 0.12% | 93 |
|
|
2016
Q3 | $411K | Buy |
3,310
+29
| +0.9% | +$3.52K | 0.13% | 79 |
|
|
2016
Q2 | $377K | Buy |
3,281
+1,000
| +44% | +$113K | 0.12% | 85 |
|
|
2016
Q1 | $252K | Buy |
+2,281
| New | +$236K | 0.08% | 117 |
|
Other funds holding IWM
Lido Advisors's IWM Position: Q1 2026 in Review
Lido Advisors increased its iShares Russell 2000 ETF (IWM) stake by 31% in Q1 2026, buying an estimated $14.3M and bringing the position to 236,641 shares worth $58.7M. The position accounts for 0.18% of the portfolio, ranked #83.
Lido Advisors first reported a position in IWM in Q1 2016 and has held it in 41 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Lido Advisors held 236,641 shares of iShares Russell 2000 ETF worth $58.7M as of Q1 2026.
- Lido Advisors bought 55,493 iShares Russell 2000 ETF shares in Q1 2026, an estimated $14.3M.
- iShares Russell 2000 ETF made up 0.18% of Lido Advisors's portfolio in Q1 2026, its #83 holding.
- Lido Advisors first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 41 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.