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
-26,100
Closed -$3.62M – 1202
2022
Q4 		$3.62M Buy
+26,100
New +$3.68M 0.04% 205

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Lido Advisors's IWN Position: Q1 2026 in Review

Lido Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 18% in Q1 2026, selling an estimated $1.09M and leaving 25,508 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #464.

Lido Advisors first reported a position in IWN in Q2 2018 and has held it in 29 quarters since. The position peaked at $5.56M in Q4 2025. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Lido Advisors held 25,508 shares of iShares Russell 2000 Value ETF worth $4.84M as of Q1 2026.
  • Lido Advisors sold 5,610 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.09M.
  • iShares Russell 2000 Value ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #464 holding.
  • Lido Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and has held it in 29 quarters since.
  • Lido Advisors's iShares Russell 2000 Value ETF position peaked at $5.56M in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.