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IVVIVV
31 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES CORE S&P 500 ETF

Lido Advisors, LLC holds 374,926 shares of IVV (ISHARES CORE S&P 500 ETF), worth $280.8M as of 2026-Q2. The position was decreased (-10.8% shares). IVV represents 0.8% of Lido Advisors, LLC's portfolio.

Current Value

$280.8M

Current Shares

374,926

Total Value Change

+$278.2M

Total Shares Change

+364,661

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
374,926
-10.8%
$280.8M0.8%$748.89
0
2026-Q1
Decreased
420,398
-7.1%
$274.6M0.8%$651.46
0
2025-Q4
Increased
452,587
+9.3%
$307.2M0.9%$681.29
48
2025-Q3
Increased
414,274
+1.1%
$277.3M0.9%$663.39
44
2025-Q2
Decreased
409,878
-2.0%
$254.5M1.0%$613.57
0
2025-Q1
Decreased
418,363
-4.0%
$235.1M1.1%$553.53
0
2024-Q4
Increased
435,580
+121.0%
$256.4M1.2%$578.12
78
2024-Q3
Decreased
197,076
-8.2%
$113.7M0.6%$564.49
0
2024-Q2
Increased
214,644
+5.3%
$117.5M0.7%$536.31
45
2024-Q1
Increased
203,737
+3.6%
$107.1M0.6%$513.70
44
2023-Q4
Increased
196,735
+29.8%
$94M0.6%$465.22
53
2023-Q3
Decreased
151,604
-0.9%
$65.1M0.5%$416.59
0
2023-Q2
Increased
152,946
+11.1%
$68.2M0.5%$428.12
39
2023-Q1
Increased
137,662
+119.9%
$33.3M0.3%$393.63
56
2022-Q4
Increased
62,591
+91.1%
$24M0.3%$368.33
54
2022-Q3
Decreased
32,756
-3.5%
$12.7M0.2%$340.52
0
2022-Q2
Decreased
33,928
-2.6%
$12.9M0.2%$358.14
0
2022-Q1
Decreased
34,838
-1.4%
$15.8M0.2%$427.21
0
2021-Q4
Increased
35,332
+32.1%
$16.9M0.2%$447.67
43
2021-Q3
Increased
26,740
+11.4%
$11.5M0.2%$403.05
37
2021-Q2
Decreased
24,008
-0.6%
$10.3M0.1%$400.69
0
2021-Q1
Increased
24,145
+8.1%
$9.6M0.2%$369.70
36
2020-Q4
Decreased
22,328
-21.6%
$8.4M0.2%$347.68
0
2020-Q3
Increased
28,493
+32.8%
$9.6M0.2%$309.89
42
2020-Q2
Increased
21,461
+9.3%
$6.6M0.2%$284.28
36
2020-Q1
Decreased
19,633
-0.2%
$5.1M0.2%$236.22
0
2019-Q4
Increased
19,675
+17.3%
$6.4M0.3%$294.56
38
2019-Q3
Increased
16,781
+18.4%
$5M0.3%$269.53
38
2019-Q2
Decreased
14,170
-15.3%
$4.2M0.2%$266.17
0
2019-Q1
Increased
16,734
+63.0%
$4.8M0.3%$255.40
47
2018-Q4
New
10,265
-
$2.6M0.3%$222.89
43

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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