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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $115M | Sell |
268,919
-6,032
| -2% | -$2.49M | 0.31% | 47 |
|
|
2026
Q1 | $102M | Sell |
274,951
-785
| -0.3% | -$304K | 0.31% | 50 |
|
|
2025
Q4 | $106M | Sell |
275,736
-14,663
| -5% | -$5.63M | 0.32% | 44 |
|
|
2025
Q3 | $110M | Sell |
290,399
-10,370
| -3% | -$3.78M | 0.34% | 41 |
|
|
2025
Q2 | $106M | Buy |
300,769
+6,613
| +2% | +$2.15M | 0.41% | 37 |
|
|
2025
Q1 | $93.4M | Buy |
294,156
+27,206
| +10% | +$9.12M | 0.42% | 34 |
|
|
2024
Q4 | $89.2M | Buy |
266,950
+233,222
| +691% | +$78.5M | 0.41% | 33 |
|
|
2024
Q3 | $11M | Sell |
33,728
-711
| -2% | -$224K | 0.05% | 190 |
|
|
2024
Q2 | $10.6M | Sell |
34,439
-130
| -0.4% | -$38.8K | 0.06% | 171 |
|
|
2024
Q1 | $10.4M | Buy |
34,569
+1,297
| +4% | +$370K | 0.06% | 167 |
|
|
2023
Q4 | $9.11M | Buy |
33,272
+263
| +0.8% | +$67.1K | 0.06% | 177 |
|
|
2023
Q3 | $8.09M | Sell |
33,009
-444
| -1% | -$113K | 0.06% | 164 |
|
|
2023
Q2 | $8.51M | Sell |
33,453
-425
| -1% | -$102K | 0.06% | 162 |
|
|
2023
Q1 | $7.98M | Sell |
33,878
-18,931
| -36% | -$4.37M | 0.08% | 154 |
|
|
2022
Q4 | $11.7M | Buy |
52,809
+29,274
| +124% | +$6.5M | 0.14% | 82 |
|
|
2022
Q3 | $4.87M | Sell |
23,535
-518
| -2% | -$119K | 0.06% | 149 |
|
|
2022
Q2 | $5.23M | Sell |
24,053
-41
| -0.2% | -$9.71K | 0.07% | 132 |
|
|
2022
Q1 | $6.32M | Buy |
24,094
+1,844
| +8% | +$477K | 0.07% | 129 |
|
|
2021
Q4 | $6.17M | Sell |
22,250
-221
| -1% | -$59.9K | 0.07% | 141 |
|
|
2021
Q3 | $5.73M | Sell |
22,471
-572
| -2% | -$150K | 0.08% | 141 |
|
|
2021
Q2 | $5.9M | Sell |
23,043
-387
| -2% | -$96.5K | 0.08% | 135 |
|
|
2021
Q1 | $5.56M | Sell |
23,430
-482
| -2% | -$112K | 0.1% | 125 |
|
|
2020
Q4 | $5.34M | Sell |
23,912
-219
| -0.9% | -$46K | 0.11% | 115 |
|
|
2020
Q3 | $4.72M | Sell |
24,131
-786
| -3% | -$152K | 0.12% | 101 |
|
|
2020
Q2 | $4.49M | Sell |
24,917
-31
| -0.1% | -$5.25K | 0.14% | 99 |
|
|
2020
Q1 | $3.7M | Sell |
24,948
-2,135
| -8% | -$380K | 0.16% | 88 |
|
|
2019
Q4 | $5.11M | Sell |
27,083
-1,024
| -4% | -$185K | 0.2% | 76 |
|
|
2019
Q3 | $4.88M | Sell |
28,107
-245
| -0.9% | -$42.5K | 0.25% | 61 |
|
|
2019
Q2 | $4.89M | Sell |
28,352
-801
| -3% | -$136K | 0.28% | 56 |
|
|
2019
Q1 | $4.86M | Sell |
29,153
-977
| -3% | -$157K | 0.32% | 51 |
|
|
2018
Q4 | $4.43M | Sell |
30,130
-3,002
| -9% | -$477K | 0.44% | 40 |
|
|
2018
Q3 | $5.73M | Sell |
33,132
-1,168
| -3% | -$198K | 0.56% | 32 |
|
|
2018
Q2 | $5.57M | Sell |
34,300
-709
| -2% | -$114K | 0.64% | 29 |
|
|
2018
Q1 | $5.47M | Sell |
35,009
-3,797
| -10% | -$613K | 0.75% | 24 |
|
|
2017
Q4 | $6.14M | Sell |
38,806
-1,668
| -4% | -$257K | 0.87% | 19 |
|
|
2017
Q3 | $6.17M | Sell |
40,474
-2,390
| -6% | -$349K | 0.99% | 20 |
|
|
2017
Q2 | $6.17M | Sell |
42,864
-427
| -1% | -$60.7K | 1.28% | 14 |
|
|
2017
Q1 | $6.15M | Sell |
43,291
-37,429
| -46% | -$5.17M | 1.7% | 15 |
|
|
2016
Q4 | $10.7M | Buy |
80,720
+7,845
| +11% | +$1.02M | 2.65% | 9 |
|
|
2016
Q3 | $9.34M | Buy |
72,875
+9,271
| +15% | +$1.18M | 2.86% | 9 |
|
|
2016
Q2 | $7.89M | Buy |
63,604
+31,177
| +96% | +$3.81M | 2.43% | 9 |
|
|
2016
Q1 | $3.92M | Buy |
+32,427
| New | +$3.71M | 1.32% | 10 |
|
Other funds holding IWV
SCM
AFI
UMC
PWA
Lido Advisors's IWV Position: Q2 2026 in Review
Lido Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 2.2% in Q2 2026, selling an estimated $2.49M and leaving 268,919 shares worth $115M. The position accounts for 0.31% of the portfolio, ranked #47.
Lido Advisors first reported a position in IWV in Q1 2016 and has held it in 42 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.
- Lido Advisors held 268,919 shares of iShares Russell 3000 ETF worth $115M as of Q2 2026.
- Lido Advisors sold 6,032 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.49M.
- iShares Russell 3000 ETF made up 0.31% of Lido Advisors's portfolio in Q2 2026, its #47 holding.
- Lido Advisors first reported a position in iShares Russell 3000 ETF in Q1 2016 and has held it in 42 quarters since.
- 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.