Back to Lido Advisors, LLC Lido Advisors, LLC

IWFIWF
31 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES TR RUSSELL 1000 GROWTH INDEX FUND

Lido Advisors, LLC holds 1.3M shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $160M as of 2026-Q2. The position was increased (+294.9% shares). IWF represents 0.4% of Lido Advisors, LLC's portfolio.

Current Value

$160M

Current Shares

1.3M

Total Value Change

+$159.5M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+294.9%
$160M0.4%$124.17
59
2026-Q1
Decreased
326,296
-13.1%
$139.1M0.4%$106.51
0
2025-Q4
Decreased
375,480
-0.3%
$176.6M0.5%$118.12
0
2025-Q3
Increased
376,589
+29.6%
$176.4M0.6%$116.78
54
2025-Q2
Increased
290,695
+39.5%
$123.4M0.5%$105.75
48
2025-Q1
Increased
208,405
+2.0%
$75.3M0.3%$89.85
36
2024-Q4
Increased
204,402
+35.1%
$82.1M0.4%$99.82
46
2024-Q3
Decreased
151,266
-0.0%
$56.8M0.3%$93.21
0
2024-Q2
Increased
151,325
+3.3%
$55.2M0.3%$90.38
36
2024-Q1
Increased
146,568
+4.0%
$49.4M0.3%$83.47
36
2023-Q4
Increased
140,999
+1.6%
$42.7M0.3%$74.98
35
2023-Q3
Increased
138,776
+17.0%
$36.9M0.3%$65.66
40
2023-Q2
Increased
118,569
+210.9%
$32.6M0.2%$67.80
56
2023-Q1
Increased
38,133
+4.5%
$9.3M0.1%$60.11
29
2022-Q4
Increased
36,474
+4.9%
$7.8M0.1%$52.59
29
2022-Q3
Increased
34,782
+5.9%
$7.3M0.1%$51.52
29
2022-Q2
Increased
32,855
+4.2%
$7.2M0.1%$53.40
29
2022-Q1
Increased
31,539
+3.7%
$8.8M0.1%$67.68
29
2021-Q4
Decreased
30,418
-4.3%
$9.3M0.1%$74.39
0
2021-Q3
Increased
31,785
+13.3%
$8.7M0.1%$66.62
37
2021-Q2
Increased
28,048
+15.2%
$7.6M0.1%$65.89
38
2021-Q1
Decreased
24,356
-3.6%
$5.9M0.1%$58.92
0
2020-Q4
Increased
25,254
+84.4%
$6.1M0.1%$58.37
50
2020-Q3
Increased
13,694
+16.1%
$3M0.1%$52.42
30
2020-Q2
Decreased
11,790
-4.4%
$2.3M0.1%$46.30
0
2020-Q1
Increased
12,335
+10.7%
$1.9M0.1%$36.26
29
2019-Q4
Increased
11,146
+38.6%
$2M0.1%$42.22
34
2019-Q3
Increased
8,043
+29.0%
$1.3M0.1%$38.21
32
2019-Q2
Increased
6,233
+62.6%
$980,0000.1%$37.56
36
2019-Q1
Decreased
3,834
-3.0%
$580,0000.0%$36.03
0
2018-Q4
New
3,954
-
$517,0000.1%$31.08
33

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used