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IWRIWR
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Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES RUSSELL MIDCAP INDEX FUND

Lido Advisors, LLC holds 940,349 shares of IWR (ISHARES RUSSELL MIDCAP INDEX FUND), worth $103.7M as of 2026-Q2. The position was increased (+2.5% shares). IWR represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$103.7M

Current Shares

940,349

Total Value Change

+$91.7M

Total Shares Change

+803,353

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
940,349
+2.5%
$103.7M0.3%$110.32
37
2026-Q1
Increased
917,285
+3.6%
$89.2M0.3%$101.75
37
2025-Q4
Decreased
885,351
-3.7%
$85.3M0.3%$97.26
0
2025-Q3
Decreased
918,943
-0.7%
$88.7M0.3%$96.09
0
2025-Q2
Decreased
925,751
-2.2%
$85.1M0.3%$90.83
0
2025-Q1
Increased
946,496
+4.4%
$80.5M0.4%$83.76
37
2024-Q4
Increased
906,836
+561.9%
$80.2M0.4%$87.25
57
2024-Q3
Decreased
136,996
-6.9%
$12.1M0.1%$86.54
0

Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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