Lido Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
9,416
+3,602
| +62% | +$1.03M | 0.01% | 471 |
|
|
2025
Q1 | $1.49M | Sell |
5,814
-162
| -3% | -$41.4K | 0.01% | 589 |
|
|
2024
Q4 | $1.72M | Buy |
5,976
+1,351
| +29% | +$389K | 0.01% | 517 |
|
|
2024
Q3 | $1.31M | Sell |
4,625
-129
| -3% | -$36.6K | 0.01% | 557 |
|
|
2024
Q2 | $1.25M | Buy |
4,754
+267
| +6% | +$70.1K | 0.01% | 532 |
|
|
2024
Q1 | $1.21M | Sell |
4,487
-327
| -7% | -$88.5K | 0.01% | 530 |
|
|
2023
Q4 | $1.21M | Buy |
4,814
+385
| +9% | +$97.1K | 0.01% | 500 |
|
|
2023
Q3 | $993K | Buy |
4,429
+188
| +4% | +$42.1K | 0.01% | 496 |
|
|
2023
Q2 | $1.03M | Buy |
4,241
+1,259
| +42% | +$306K | 0.01% | 475 |
|
|
2023
Q1 | $676K | Buy |
2,982
+12
| +0.4% | +$2.72K | 0.01% | 527 |
|
|
2022
Q4 | $637K | Buy |
2,970
+60
| +2% | +$12.9K | 0.01% | 462 |
|
|
2022
Q3 | $600K | Sell |
2,910
-169
| -5% | -$34.8K | 0.01% | 451 |
|
|
2022
Q2 | $635K | Buy |
3,079
+1,617
| +111% | +$333K | 0.01% | 413 |
|
|
2022
Q1 | $373K | Sell |
1,462
-413
| -22% | -$105K | ﹤0.01% | 647 |
|
|
2021
Q4 | $549K | Buy |
1,875
+16
| +0.9% | +$4.69K | 0.01% | 513 |
|
|
2021
Q3 | $545K | Buy |
1,859
+288
| +18% | +$84.4K | 0.01% | 490 |
|
|
2021
Q2 | $490K | Buy |
1,571
+528
| +51% | +$165K | 0.01% | 472 |
|
|
2021
Q1 | $314K | Sell |
1,043
-557
| -35% | -$168K | 0.01% | 567 |
|
|
2020
Q4 | $458K | Buy |
1,600
+636
| +66% | +$182K | 0.01% | 446 |
|
|
2020
Q3 | $214K | Buy |
+964
| New | +$214K | 0.01% | 499 |
|
|
2020
Q2 | – | Sell |
-52,661
| Closed | -$8.33M | – | 561 |
|
|
2020
Q1 | $8.33M | Sell |
52,661
-5,246
| -9% | -$830K | 0.35% | 31 |
|
|
2019
Q4 | $12.4M | Sell |
57,907
-567
| -1% | -$121K | 0.49% | 28 |
|
|
2019
Q3 | $11.3M | Sell |
58,474
-2,096
| -3% | -$404K | 0.57% | 25 |
|
|
2019
Q2 | $12.2M | Sell |
60,570
-1,280
| -2% | -$257K | 0.7% | 23 |
|
|
2019
Q1 | $12.2M | Buy |
61,850
+56,418
| +1,039% | +$11.1M | 0.79% | 21 |
|
|
2018
Q4 | $912K | Sell |
5,432
-493
| -8% | -$82.8K | 0.09% | 126 |
|
|
2018
Q3 | $1.28M | Buy |
5,925
+1,956
| +49% | +$421K | 0.12% | 93 |
|
|
2018
Q2 | $811K | Buy |
3,969
+237
| +6% | +$48.4K | 0.09% | 127 |
|
|
2018
Q1 | $711K | Buy |
3,732
+92
| +3% | +$17.5K | 0.1% | 128 |
|
|
2017
Q4 | $679K | Buy |
3,640
+625
| +21% | +$117K | 0.1% | 110 |
|
|
2017
Q3 | $547K | Buy |
3,015
+1
| +0% | +$181 | 0.09% | 130 |
|
|
2017
Q2 | $509K | Sell |
3,014
-51
| -2% | -$8.61K | 0.11% | 115 |
|
|
2017
Q1 | $502K | Buy |
3,065
+337
| +12% | +$55.2K | 0.14% | 102 |
|
|
2016
Q4 | $420K | Sell |
2,728
-8
| -0.3% | -$1.23K | 0.1% | 105 |
|
|
2016
Q3 | $407K | Buy |
2,736
+79
| +3% | +$11.8K | 0.12% | 80 |
|
|
2016
Q2 | $364K | Sell |
2,657
-165
| -6% | -$22.6K | 0.11% | 91 |
|
|
2016
Q1 | $374K | Buy |
+2,822
| New | +$374K | 0.13% | 82 |
|