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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.7M | Sell |
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|
2025
Q2 | $85.1M | Sell |
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|
2025
Q1 | $80.5M | Buy |
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|
2024
Q4 | $80.2M | Buy |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $9.84M | Buy |
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|
2023
Q3 | $8.68M | Buy |
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|
2023
Q2 | $6.84M | Buy |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $4.33M | Sell |
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|
2020
Q4 | $4.09M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $632K | Hold |
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|
2018
Q2 | $605K | Sell |
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|
2018
Q1 | $632K | Buy |
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|
2017
Q4 | $593K | Hold |
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|
2017
Q3 | $571K | Hold |
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|
2017
Q2 | $548K | Sell |
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|
2017
Q1 | $550K | Buy |
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