Lido Advisors
IWP icon

Lido Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lido Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.2M Sell
192,603
-633
-0.3% -$87.3K 0.08% 174
2026
Q1 		$24.8M Sell
193,236
-11,055
-5% -$1.5M 0.08% 170
2025
Q4 		$28.3M Sell
204,291
-10,281
-5% -$1.44M 0.08% 154
2025
Q3 		$30.6M Buy
214,572
+5,104
+2% +$721K 0.1% 139
2025
Q2 		$29M Buy
209,468
+29,349
+16% +$3.71M 0.11% 111
2025
Q1 		$21.2M Buy
180,119
+17,259
+11% +$2.22M 0.1% 132
2024
Q4 		$20.6M Buy
162,860
+119,624
+277% +$15.2M 0.09% 130
2024
Q3 		$5.07M Sell
43,236
-609
-1% -$68.1K 0.03% 305
2024
Q2 		$4.84M Buy
43,845
+65
+0.1% +$7.14K 0.03% 295
2024
Q1 		$5M Sell
43,780
-689
-2% -$74.5K 0.03% 282
2023
Q4 		$4.65M Buy
44,469
+4,979
+13% +$472K 0.03% 277
2023
Q3 		$3.61M Buy
39,490
+386
+1% +$36.9K 0.03% 289
2023
Q2 		$3.78M Buy
39,104
+25,887
+196% +$2.36M 0.03% 262
2023
Q1 		$1.2M Buy
13,217
+692
+6% +$61.8K 0.01% 434
2022
Q4 		$1.05M Buy
12,525
+1,208
+11% +$102K 0.01% 406
2022
Q3 		$887K Sell
11,317
-722
-6% -$62.1K 0.01% 399
2022
Q2 		$953K Buy
12,039
+1,378
+13% +$120K 0.01% 364
2022
Q1 		$1.07M Sell
10,661
-796
-7% -$79.3K 0.01% 381
2021
Q4 		$1.32M Buy
11,457
+347
+3% +$40.5K 0.01% 353
2021
Q3 		$1.25M Buy
11,110
+4,974
+81% +$572K 0.02% 355
2021
Q2 		$695K Buy
6,136
+871
+17% +$93K 0.01% 462
2021
Q1 		$537K Sell
5,265
-529
-9% -$55.3K 0.01% 487
2020
Q4 		$594K Buy
5,794
+3,220
+125% +$306K 0.01% 442
2020
Q3 		$222K Buy
+2,574
New +$217K 0.01% 561

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Lido Advisors's IWP Position: Q2 2026 in Review

Lido Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.33% in Q2 2026, selling an estimated $87.3K and leaving 192,603 shares worth $28.2M. The position accounts for 0.08% of the portfolio, ranked #174.

Lido Advisors first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. The position peaked at $30.6M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Lido Advisors held 192,603 shares of iShares Russell Mid-Cap Growth ETF worth $28.2M as of Q2 2026.
  • Lido Advisors sold 633 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $87.3K.
  • iShares Russell Mid-Cap Growth ETF made up 0.08% of Lido Advisors's portfolio in Q2 2026, its #174 holding.
  • Lido Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Lido Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $30.6M in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.