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 | $13.8M | Sell |
55,600
-9,800
| -15% | -$2.53M | 0.04% | 265 |
|
|
2025
Q4 | $16.1M | Hold |
65,400
| – | – | 0.05% | 241 |
|
|
2025
Q3 | $15.8M | Sell |
65,400
-500
| -0.8% | -$115K | 0.05% | 226 |
|
|
2025
Q2 | $14.2M | Buy |
65,900
+800
| +1% | +$161K | 0.06% | 201 |
|
|
2025
Q1 | $13M | Buy |
65,100
+7,500
| +13% | +$1.63M | 0.06% | 205 |
|
|
2024
Q4 | $12.7M | Buy |
57,600
+54,000
| +1,500% | +$12.3M | 0.06% | 190 |
|
|
2024
Q3 | $795K | Buy |
+3,600
| New | +$770K | ﹤0.01% | 805 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$35.7K | – | 1259 |
|
|
2023
Q1 | $35.7K | Buy |
+200
| New | +$36.8K | ﹤0.01% | 1125 |
|
|
2022
Q4 | – | Sell |
-1,700
| Closed | -$280K | – | 1059 |
|
|
2022
Q3 | $280K | Sell |
1,700
-100
| -6% | -$18.2K | ﹤0.01% | 773 |
|
|
2022
Q2 | $304K | Sell |
1,800
-700
| -28% | -$129K | ﹤0.01% | 740 |
|
|
2022
Q1 | $513K | Buy |
2,500
+100
| +4% | +$20.4K | 0.01% | 598 |
|
|
2021
Q4 | $533K | Sell |
2,400
-900
| -27% | -$203K | 0.01% | 593 |
|
|
2021
Q3 | $721K | Buy |
3,300
+300
| +10% | +$66.5K | 0.01% | 476 |
|
|
2021
Q2 | $688K | Sell |
3,000
-1,100
| -27% | -$247K | 0.01% | 464 |
|
|
2021
Q1 | $905K | Sell |
4,100
-2,200
| -35% | -$480K | 0.02% | 361 |
|
|
2020
Q4 | $1.24M | Buy |
6,300
+1,000
| +19% | +$175K | 0.03% | 279 |
|
|
2020
Q3 | $793K | Buy |
5,300
+100
| +2% | +$15K | 0.02% | 303 |
|
|
2020
Q2 | $744K | Sell |
5,200
-4,300
| -45% | -$564K | 0.02% | 285 |
|
|
2020
Q1 | $1.09M | Sell |
9,500
-3,500
| -27% | -$522K | 0.05% | 215 |
|
|
2019
Q4 | $2.15M | Sell |
13,000
-3,500
| -21% | -$553K | 0.09% | 136 |
|
|
2019
Q3 | $2.5M | Sell |
16,500
-1,500
| -8% | -$229K | 0.13% | 108 |
|
|
2019
Q2 | $2.8M | Sell |
18,000
-16,000
| -47% | -$2.47M | 0.16% | 87 |
|
|
2019
Q1 | $5.21M | Sell |
34,000
-4,100
| -11% | -$616K | 0.34% | 45 |
|
|
2018
Q4 | $5.1M | Sell |
38,100
-1,000
| -3% | -$149K | 0.5% | 32 |
|
|
2018
Q3 | $6.59M | Buy |
39,100
+1,700
| +5% | +$287K | 0.64% | 27 |
|
|
2018
Q2 | $6.12M | Buy |
37,400
+2,100
| +6% | +$336K | 0.7% | 25 |
|
|
2018
Q1 | $5.36M | Sell |
35,300
-11,200
| -24% | -$1.73M | 0.73% | 26 |
|
|
2017
Q4 | $7.09M | Buy |
46,500
+2,300
| +5% | +$345K | 1.01% | 18 |
|
|
2017
Q3 | $6.55M | Buy |
+44,200
| New | +$6.22M | 1.05% | 18 |
|
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.