Lido Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.2M | Buy |
917,285
+31,934
| +4% | +$3.19M | 0.27% | 61 |
|
|
2025
Q4 | $85.3M | Sell |
885,351
-33,592
| -4% | -$3.23M | 0.25% | 60 |
|
|
2025
Q3 | $88.7M | Sell |
918,943
-6,808
| -0.7% | -$645K | 0.28% | 50 |
|
|
2025
Q2 | $85.1M | Sell |
925,751
-20,745
| -2% | -$1.79M | 0.33% | 42 |
|
|
2025
Q1 | $80.5M | Buy |
946,496
+39,660
| +4% | +$3.54M | 0.36% | 37 |
|
|
2024
Q4 | $80.2M | Buy |
906,836
+769,840
| +562% | +$69.9M | 0.36% | 38 |
|
|
2024
Q3 | $12.1M | Sell |
136,996
-10,139
| -7% | -$854K | 0.06% | 179 |
|
|
2024
Q2 | $11.9M | Buy |
147,135
+12,080
| +9% | +$983K | 0.07% | 156 |
|
|
2024
Q1 | $11.4M | Buy |
135,055
+8,430
| +7% | +$668K | 0.07% | 155 |
|
|
2023
Q4 | $9.84M | Buy |
126,625
+1,245
| +1% | +$88.4K | 0.07% | 161 |
|
|
2023
Q3 | $8.68M | Buy |
125,380
+31,758
| +34% | +$2.32M | 0.07% | 158 |
|
|
2023
Q2 | $6.84M | Buy |
93,622
+73,880
| +374% | +$5.14M | 0.05% | 183 |
|
|
2023
Q1 | $1.38M | Sell |
19,742
-860
| -4% | -$60.7K | 0.01% | 412 |
|
|
2022
Q4 | $1.39M | Buy |
20,602
+2,436
| +13% | +$164K | 0.02% | 347 |
|
|
2022
Q3 | $1.13M | Buy |
18,166
+13,799
| +316% | +$949K | 0.01% | 341 |
|
|
2022
Q2 | $282K | Sell |
4,367
-13,143
| -75% | -$936K | ﹤0.01% | 769 |
|
|
2022
Q1 | $1.37M | Sell |
17,510
-1,248
| -7% | -$96.1K | 0.02% | 330 |
|
|
2021
Q4 | $1.56M | Sell |
18,758
-789
| -4% | -$64.8K | 0.02% | 320 |
|
|
2021
Q3 | $1.53M | Buy |
19,547
+15,021
| +332% | +$1.2M | 0.02% | 312 |
|
|
2021
Q2 | $359K | Sell |
4,526
-54,104
| -92% | -$4.2M | 0.01% | 648 |
|
|
2021
Q1 | $4.33M | Sell |
58,630
-1,082
| -2% | -$78.2K | 0.07% | 151 |
|
|
2020
Q4 | $4.09M | Buy |
+59,712
| New | +$3.8M | 0.09% | 136 |
|
|
2020
Q1 | – | Sell |
-4,360
| Closed | -$260K | – | 629 |
|
|
2019
Q4 | $260K | Buy |
+4,360
| New | +$250K | 0.01% | 551 |
|
|
2018
Q4 | – | Sell |
-11,408
| Closed | -$632K | – | 459 |
|
|
2018
Q3 | $632K | Hold |
11,408
| – | – | 0.06% | 193 |
|
|
2018
Q2 | $605K | Sell |
11,408
-856
| -7% | -$45.1K | 0.07% | 169 |
|
|
2018
Q1 | $632K | Buy |
12,264
+856
| +8% | +$45.1K | 0.09% | 153 |
|
|
2017
Q4 | $593K | Hold |
11,408
| – | – | 0.08% | 131 |
|
|
2017
Q3 | $571K | Hold |
11,408
| – | – | 0.09% | 131 |
|
|
2017
Q2 | $548K | Sell |
11,408
-224
| -2% | -$10.6K | 0.11% | 108 |
|
|
2017
Q1 | $550K | Buy |
+11,632
| New | +$539K | 0.15% | 95 |
|
Other funds holding IWR
Lido Advisors's IWR Position: Q1 2026 in Review
Lido Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q1 2026, buying an estimated $3.19M and bringing the position to 917,285 shares worth $89.2M. The position accounts for 0.27% of the portfolio, ranked #61.
Lido Advisors first reported a position in IWR in Q1 2017 and has held it in 30 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Lido Advisors held 917,285 shares of iShares Russell Mid-Cap ETF worth $89.2M as of Q1 2026.
- Lido Advisors bought 31,934 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $3.19M.
- iShares Russell Mid-Cap ETF made up 0.27% of Lido Advisors's portfolio in Q1 2026, its #61 holding.
- Lido Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 30 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.