Lido Advisors
IWS icon

Lido Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lido Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.8M Buy
321,226
+20,686
+7% +$3.07M 0.14% 98
2025
Q4 		$42.3M Sell
300,540
-34,096
-10% -$4.77M 0.13% 106
2025
Q3 		$46.7M Sell
334,636
-9,066
-3% -$1.24M 0.15% 90
2025
Q2 		$45.4M Buy
343,702
+7,899
+2% +$991K 0.18% 77
2025
Q1 		$42.3M Buy
335,803
+39,851
+13% +$5.19M 0.19% 73
2024
Q4 		$38.3M Buy
295,952
+258,685
+694% +$34.6M 0.17% 72
2024
Q3 		$4.93M Buy
37,267
+829
+2% +$105K 0.02% 310
2024
Q2 		$4.4M Buy
36,438
+324
+0.9% +$39.4K 0.02% 306
2024
Q1 		$4.53M Sell
36,114
-731
-2% -$86.1K 0.03% 298
2023
Q4 		$4.28M Buy
36,845
+7,860
+27% +$837K 0.03% 286
2023
Q3 		$3.02M Sell
28,985
-133
-0.5% -$14.7K 0.02% 313
2023
Q2 		$3.2M Buy
29,118
+18,026
+163% +$1.9M 0.02% 290
2023
Q1 		$1.18M Buy
11,092
+279
+3% +$30.4K 0.01% 436
2022
Q4 		$1.14M Buy
10,813
+538
+5% +$56.4K 0.01% 383
2022
Q3 		$986K Sell
10,275
-135
-1% -$14.4K 0.01% 372
2022
Q2 		$1.06M Buy
10,410
+835
+9% +$93.4K 0.01% 336
2022
Q1 		$1.15M Sell
9,575
-161
-2% -$19K 0.01% 370
2021
Q4 		$1.19M Buy
9,736
+543
+6% +$64.8K 0.01% 383
2021
Q3 		$1.04M Buy
9,193
+580
+7% +$67.1K 0.01% 396
2021
Q2 		$990K Sell
8,613
-18
-0.2% -$2.06K 0.01% 385
2021
Q1 		$943K Sell
8,631
-489
-5% -$50.9K 0.02% 352
2020
Q4 		$884K Buy
9,120
+6,601
+262% +$595K 0.02% 339
2020
Q3 		$204K Sell
2,519
-483
-16% -$39.1K 0.01% 587
2020
Q2 		$230K Buy
+3,002
New +$219K 0.01% 518
2020
Q1 		– Sell
-2,726
Closed -$258K – 630
2019
Q4 		$258K Buy
2,726
+4
+0.1% +$365 0.01% 553
2019
Q3 		$244K Buy
2,722
+239
+10% +$21.2K 0.01% 494
2019
Q2 		$221K Sell
2,483
-287
-10% -$25.2K 0.01% 491
2019
Q1 		$240K Sell
2,770
-133
-5% -$11.2K 0.02% 446
2018
Q4 		$221K Buy
+2,903
New +$243K 0.02% 378

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Lido Advisors's IWS Position: Q1 2026 in Review

Lido Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.9% in Q1 2026, buying an estimated $3.07M and bringing the position to 321,226 shares worth $46.8M. The position accounts for 0.14% of the portfolio, ranked #98.

Lido Advisors first reported a position in IWS in Q4 2018 and has held it in 29 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Lido Advisors held 321,226 shares of iShares Russell Mid-Cap Value ETF worth $46.8M as of Q1 2026.
  • Lido Advisors bought 20,686 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $3.07M.
  • iShares Russell Mid-Cap Value ETF made up 0.14% of Lido Advisors's portfolio in Q1 2026, its #98 holding.
  • Lido Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 29 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.