Lido Advisors
IWN icon

Lido Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Lido Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$27.7K – 1201
2022
Q4 		$27.7K Buy
+200
New +$28.2K ﹤0.01% 1007

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Lido Advisors's IWN Position: Q2 2026 in Review

Lido Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 16% in Q2 2026, selling an estimated $830K and leaving 21,542 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #512.

Lido Advisors first reported a position in IWN in Q2 2018 and has held it in 30 quarters since. The position peaked at $5.56M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Lido Advisors held 21,542 shares of iShares Russell 2000 Value ETF worth $4.77M as of Q2 2026.
  • Lido Advisors sold 3,966 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $830K.
  • iShares Russell 2000 Value ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #512 holding.
  • Lido Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and has held it in 30 quarters since.
  • Lido Advisors's iShares Russell 2000 Value ETF position peaked at $5.56M in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.