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 | $8.85M | Sell |
35,700
-3,200
| -8% | -$825K | 0.03% | 339 |
|
|
2025
Q4 | $9.58M | Sell |
38,900
-900
| -2% | -$221K | 0.03% | 328 |
|
|
2025
Q3 | $9.63M | Sell |
39,800
-200
| -0.5% | -$45.9K | 0.03% | 314 |
|
|
2025
Q2 | $8.63M | Sell |
40,000
-4,300
| -10% | -$865K | 0.03% | 273 |
|
|
2025
Q1 | $8.84M | Sell |
44,300
-17,700
| -29% | -$3.84M | 0.04% | 249 |
|
|
2024
Q4 | $13.7M | Sell |
62,000
-33,200
| -35% | -$7.57M | 0.06% | 177 |
|
|
2024
Q3 | $21M | Buy |
95,200
+27,100
| +40% | +$5.8M | 0.1% | 98 |
|
|
2024
Q2 | $13.8M | Buy |
68,100
+14,800
| +28% | +$2.99M | 0.08% | 139 |
|
|
2024
Q1 | $11.2M | Sell |
53,300
-3,900
| -7% | -$778K | 0.07% | 157 |
|
|
2023
Q4 | $11.5M | Buy |
57,200
+12,200
| +27% | +$2.19M | 0.08% | 140 |
|
|
2023
Q3 | $7.95M | Buy |
45,000
+11,500
| +34% | +$2.16M | 0.06% | 165 |
|
|
2023
Q2 | $6.27M | Buy |
33,500
+6,600
| +25% | +$1.18M | 0.04% | 191 |
|
|
2023
Q1 | $4.8M | Buy |
+26,900
| New | +$4.95M | 0.05% | 216 |
|
|
2022
Q4 | – | Sell |
-42,200
| Closed | -$6.96M | – | 1060 |
|
|
2022
Q3 | $6.96M | Buy |
42,200
+6,100
| +17% | +$1.11M | 0.09% | 120 |
|
|
2022
Q2 | $6.11M | Sell |
36,100
-7,400
| -17% | -$1.36M | 0.08% | 116 |
|
|
2022
Q1 | $8.93M | Sell |
43,500
-15,600
| -26% | -$3.18M | 0.1% | 104 |
|
|
2021
Q4 | $13.1M | Buy |
59,100
+40,800
| +223% | +$9.22M | 0.14% | 82 |
|
|
2021
Q3 | $4M | Sell |
18,300
-900
| -5% | -$200K | 0.06% | 177 |
|
|
2021
Q2 | $4.4M | Sell |
19,200
-1,000
| -5% | -$225K | 0.06% | 165 |
|
|
2021
Q1 | $4.46M | Sell |
20,200
-100
| -0.5% | -$21.8K | 0.08% | 148 |
|
|
2020
Q4 | $3.98M | Buy |
20,300
+10,700
| +111% | +$1.87M | 0.08% | 138 |
|
|
2020
Q3 | $1.44M | Buy |
9,600
+600
| +7% | +$90.3K | 0.04% | 205 |
|
|
2020
Q2 | $1.29M | Sell |
9,000
-4,400
| -33% | -$577K | 0.04% | 202 |
|
|
2020
Q1 | $1.53M | Sell |
13,400
-3,500
| -21% | -$522K | 0.07% | 169 |
|
|
2019
Q4 | $2.8M | Sell |
16,900
-2,600
| -13% | -$411K | 0.11% | 117 |
|
|
2019
Q3 | $2.95M | Buy |
19,500
+2,300
| +13% | +$351K | 0.15% | 96 |
|
|
2019
Q2 | $2.67M | Sell |
17,200
-900
| -5% | -$139K | 0.15% | 91 |
|
|
2019
Q1 | $2.77M | Sell |
18,100
-4,900
| -21% | -$736K | 0.18% | 84 |
|
|
2018
Q4 | $3.08M | Buy |
23,000
+1,500
| +7% | +$224K | 0.3% | 50 |
|
|
2018
Q3 | $3.62M | Sell |
21,500
-500
| -2% | -$84.4K | 0.35% | 42 |
|
|
2018
Q2 | $3.6M | Buy |
22,000
+3,000
| +16% | +$480K | 0.41% | 38 |
|
|
2018
Q1 | $2.88M | Buy |
19,000
+11,000
| +138% | +$1.7M | 0.39% | 44 |
|
|
2017
Q4 | $1.22M | Buy |
8,000
+3,000
| +60% | +$451K | 0.17% | 74 |
|
|
2017
Q3 | $740K | Buy |
+5,000
| New | +$704K | 0.12% | 103 |
|
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.