Lido Advisors
IWO icon

Lido Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lido Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.86M Sell
9,121
-2,617
-22% -$871K 0.01% 602
2025
Q4 		$3.77M Buy
11,738
+1,054
+10% +$343K 0.01% 534
2025
Q3 		$3.42M Buy
10,684
+1,268
+13% +$383K 0.01% 532
2025
Q2 		$2.69M Buy
9,416
+3,602
+62% +$948K 0.01% 510
2025
Q1 		$1.49M Sell
5,814
-162
-3% -$45.7K 0.01% 623
2024
Q4 		$1.72M Buy
5,976
+1,351
+29% +$400K 0.01% 561
2024
Q3 		$1.31M Sell
4,625
-129
-3% -$35.3K 0.01% 606
2024
Q2 		$1.25M Buy
4,754
+267
+6% +$69.3K 0.01% 575
2024
Q1 		$1.21M Sell
4,487
-327
-7% -$83.6K 0.01% 576
2023
Q4 		$1.21M Buy
4,814
+385
+9% +$86.8K 0.01% 546
2023
Q3 		$993K Buy
4,429
+188
+4% +$45K 0.01% 546
2023
Q2 		$1.03M Buy
4,241
+1,259
+42% +$289K 0.01% 525
2023
Q1 		$676K Buy
2,982
+12
+0.4% +$2.75K 0.01% 581
2022
Q4 		$637K Buy
2,970
+60
+2% +$13.1K 0.01% 517
2022
Q3 		$600K Sell
2,910
-169
-5% -$38K 0.01% 505
2022
Q2 		$635K Buy
3,079
+1,617
+111% +$361K 0.01% 466
2022
Q1 		$373K Sell
1,462
-413
-22% -$106K ﹤0.01% 730
2021
Q4 		$549K Buy
1,875
+16
+0.9% +$4.82K 0.01% 581
2021
Q3 		$545K Buy
1,859
+288
+18% +$86.5K 0.01% 561
2021
Q2 		$490K Buy
1,571
+528
+51% +$159K 0.01% 554
2021
Q1 		$314K Sell
1,043
-557
-35% -$173K 0.01% 647
2020
Q4 		$458K Buy
1,600
+636
+66% +$162K 0.01% 504
2020
Q3 		$214K Buy
+964
New +$211K 0.01% 573
2020
Q2 		– Sell
-52,661
Closed -$8.33M – 637
2020
Q1 		$8.33M Sell
52,661
-5,246
-9% -$1.04M 0.35% 33
2019
Q4 		$12.4M Sell
57,907
-567
-1% -$115K 0.49% 30
2019
Q3 		$11.3M Sell
58,474
-2,096
-3% -$416K 0.57% 27
2019
Q2 		$12.2M Sell
60,570
-1,280
-2% -$253K 0.7% 25
2019
Q1 		$12.2M Buy
61,850
+56,418
+1,039% +$10.7M 0.79% 23
2018
Q4 		$912K Sell
5,432
-493
-8% -$91.9K 0.09% 136
2018
Q3 		$1.28M Buy
5,925
+1,956
+49% +$417K 0.12% 101
2018
Q2 		$811K Buy
3,969
+237
+6% +$47.4K 0.09% 135
2018
Q1 		$711K Buy
3,732
+92
+3% +$17.7K 0.1% 137
2017
Q4 		$679K Buy
3,640
+625
+21% +$114K 0.1% 117
2017
Q3 		$547K Buy
3,015
+1
+0% +$170 0.09% 136
2017
Q2 		$509K Sell
3,014
-51
-2% -$8.39K 0.11% 115
2017
Q1 		$502K Buy
3,065
+337
+12% +$53.5K 0.14% 102
2016
Q4 		$420K Sell
2,728
-8
-0.3% -$1.19K 0.1% 105
2016
Q3 		$407K Buy
2,736
+79
+3% +$11.5K 0.12% 80
2016
Q2 		$364K Sell
2,657
-165
-6% -$22.3K 0.11% 91
2016
Q1 		$374K Buy
+2,822
New +$352K 0.13% 82

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Lido Advisors's IWO Position: Q1 2026 in Review

Lido Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 22% in Q1 2026, selling an estimated $871K and leaving 9,121 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #602.

Lido Advisors first reported a position in IWO in Q1 2016 and has held it in 40 quarters since. The position peaked at $12.4M in Q4 2019. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Lido Advisors held 9,121 shares of iShares Russell 2000 Growth ETF worth $2.86M as of Q1 2026.
  • Lido Advisors sold 2,617 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $871K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #602 holding.
  • Lido Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 40 quarters since.
  • Lido Advisors's iShares Russell 2000 Growth ETF position peaked at $12.4M in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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