Lido Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Buy |
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|
2025
Q1 | $93.4M | Buy |
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|
2024
Q4 | $89.2M | Buy |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $9.11M | Buy |
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|
2023
Q3 | $8.09M | Sell |
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|
2023
Q2 | $8.51M | Sell |
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|
2023
Q1 | $7.98M | Sell |
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|
2022
Q4 | $11.7M | Buy |
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|
2022
Q3 | $4.87M | Sell |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.32M | Buy |
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|
2021
Q4 | $6.17M | Sell |
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|
2021
Q3 | $5.73M | Sell |
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|
2021
Q2 | $5.9M | Sell |
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|
2021
Q1 | $5.56M | Sell |
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|
2020
Q4 | $5.34M | Sell |
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|
2020
Q3 | $4.72M | Sell |
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|
2020
Q2 | $4.49M | Sell |
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|
2020
Q1 | $3.7M | Sell |
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|
2019
Q4 | $5.11M | Sell |
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|
2019
Q3 | $4.88M | Sell |
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|
2019
Q2 | $4.89M | Sell |
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|
2019
Q1 | $4.86M | Sell |
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|
2018
Q4 | $4.43M | Sell |
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|
2018
Q3 | $5.73M | Sell |
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|
2018
Q2 | $5.57M | Sell |
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|
2018
Q1 | $5.47M | Sell |
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|
2017
Q4 | $6.14M | Sell |
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|
2017
Q3 | $6.17M | Sell |
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|
2017
Q2 | $6.17M | Sell |
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|
2017
Q1 | $6.15M | Sell |
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|
2016
Q4 | $10.7M | Buy |
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|
2016
Q3 | $9.34M | Buy |
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|
2016
Q2 | $7.89M | Buy |
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|
2016
Q1 | $3.92M | Buy |
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