Lido Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
209,468
+29,349
| +16% | +$4.07M | 0.11% | 102 |
|
|
2025
Q1 | $21.2M | Buy |
180,119
+17,259
| +11% | +$2.03M | 0.1% | 125 |
|
|
2024
Q4 | $20.6M | Buy |
162,860
+119,624
| +277% | +$15.2M | 0.09% | 122 |
|
|
2024
Q3 | $5.07M | Sell |
43,236
-609
| -1% | -$71.4K | 0.03% | 284 |
|
|
2024
Q2 | $4.84M | Buy |
43,845
+65
| +0.1% | +$7.17K | 0.03% | 278 |
|
|
2024
Q1 | $5M | Sell |
43,780
-689
| -2% | -$78.6K | 0.03% | 268 |
|
|
2023
Q4 | $4.65M | Buy |
44,469
+4,979
| +13% | +$520K | 0.03% | 261 |
|
|
2023
Q3 | $3.61M | Buy |
39,490
+386
| +1% | +$35.3K | 0.03% | 275 |
|
|
2023
Q2 | $3.78M | Buy |
39,104
+25,887
| +196% | +$2.5M | 0.03% | 247 |
|
|
2023
Q1 | $1.2M | Buy |
13,217
+692
| +6% | +$63K | 0.01% | 399 |
|
|
2022
Q4 | $1.05M | Buy |
12,525
+1,208
| +11% | +$101K | 0.01% | 369 |
|
|
2022
Q3 | $887K | Sell |
11,317
-722
| -6% | -$56.6K | 0.01% | 362 |
|
|
2022
Q2 | $953K | Buy |
12,039
+1,378
| +13% | +$109K | 0.01% | 324 |
|
|
2022
Q1 | $1.07M | Sell |
10,661
-796
| -7% | -$80K | 0.01% | 340 |
|
|
2021
Q4 | $1.32M | Buy |
11,457
+347
| +3% | +$40K | 0.01% | 317 |
|
|
2021
Q3 | $1.25M | Buy |
11,110
+4,974
| +81% | +$557K | 0.02% | 321 |
|
|
2021
Q2 | $695K | Buy |
6,136
+871
| +17% | +$98.7K | 0.01% | 403 |
|
|
2021
Q1 | $537K | Sell |
5,265
-529
| -9% | -$54K | 0.01% | 427 |
|
|
2020
Q4 | $594K | Buy |
5,794
+3,220
| +125% | +$330K | 0.01% | 392 |
|
|
2020
Q3 | $222K | Buy |
+2,574
| New | +$222K | 0.01% | 487 |
|