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
2024 Q1	–	Sell	-1,100	Closed	-$277K	–	1426
2023 Q4	$277K	Hold	1,100	–	–	﹤0.01%	1068
2023 Q3	$247K	Hold	1,100	–	–	﹤0.01%	1003
2023 Q2	$267K	Hold	1,100	–	–	﹤0.01%	988
2023 Q1	$250K	Hold	1,100	–	–	﹤0.01%	931
2022 Q4	$236K	Hold	1,100	–	–	﹤0.01%	860
2022 Q3	$227K	Hold	1,100	–	–	﹤0.01%	852
2022 Q2	$226K	Buy	+1,100	New	+$245K	﹤0.01%	830

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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. 1,020 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.
1,020 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.