Lido Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50.8M | Sell |
308,877
-12,349
| -4% | -$1.95M | 0.14% | 97 |
|
|
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
TCIIS
FCBT
Lido Advisors's IWS Position: Q2 2026 in Review
Lido Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.8% in Q2 2026, selling an estimated $1.95M and leaving 308,877 shares worth $50.8M. The position accounts for 0.14% of the portfolio, ranked #97.
Lido Advisors first reported a position in IWS in Q4 2018 and has held it in 30 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- Lido Advisors held 308,877 shares of iShares Russell Mid-Cap Value ETF worth $50.8M as of Q2 2026.
- Lido Advisors sold 12,349 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.95M.
- iShares Russell Mid-Cap Value ETF made up 0.14% of Lido Advisors's portfolio in Q2 2026, its #97 holding.
- Lido Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
- 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.