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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
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|
2025
Q1 | $30.3M | Sell |
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|
2024
Q4 | $35.8M | Buy |
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|
2024
Q3 | $21M | Sell |
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|
2024
Q2 | $19.8M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $14.9M | Buy |
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|
2023
Q3 | $9.98M | Buy |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $6.7M | Buy |
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|
2022
Q4 | $5.46M | Buy |
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|
2022
Q3 | $4.85M | Sell |
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|
2022
Q2 | $5.61M | Sell |
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|
2022
Q1 | $7.3M | Sell |
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|
2021
Q4 | $8.63M | Buy |
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|
2021
Q3 | $4.76M | Sell |
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|
2021
Q2 | $5.11M | Buy |
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|
2021
Q1 | $4.44M | Buy |
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|
2020
Q4 | $3.77M | Buy |
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|
2020
Q3 | $2.69M | Buy |
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|
2020
Q2 | $2.39M | Sell |
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|
2020
Q1 | $2.36M | Sell |
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|
2019
Q4 | $4.16M | Sell |
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|
2019
Q3 | $4.07M | Buy |
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|
2019
Q2 | $4.12M | Sell |
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|
2019
Q1 | $4.47M | Sell |
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|
2018
Q4 | $4.61M | Sell |
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|
2018
Q3 | $6.07M | Buy |
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|
2018
Q2 | $5.37M | Buy |
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|
2018
Q1 | $4.66M | Buy |
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|
2017
Q4 | $2.9M | Buy |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $951K | Buy |
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|
2017
Q1 | $573K | Buy |
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|
2016
Q4 | $490K | Buy |
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|
2016
Q3 | $411K | Buy |
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|
2016
Q2 | $377K | Buy |
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|
2016
Q1 | $252K | Buy |
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