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IVV
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Position history for Lido Advisors, LLC's holdings in iShares Trust CORE S&P500 ETF

Lido Advisors, LLC holds 420,398 shares of IVV (iShares Trust CORE S&P500 ETF), worth $274.6M as of 2026-Q1. The position was decreased (-7.1% shares). IVV represents 0.8% of Lido Advisors, LLC's portfolio.

Current Value

$274.6M

Current Shares

420,398

Total Value Change

+$157.1M

Total Shares Change

+205,754

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
420,398
-7.1%
$274.6M0.8%$683.37
0
2025-Q4
Increased
452,587
+9.3%
$307.2M0.9%$689.92
48
2025-Q3
Increased
414,274
+1.1%
$277.3M0.9%$664.41
44
2025-Q2
Decreased
409,878
-2.0%
$254.5M1.0%$613.43
0
2025-Q1
Decreased
418,363
-4.0%
$235.1M1.1%$552.75
0
2024-Q4
Increased
435,580
+121.0%
$256.4M1.2%$583.48
78
2024-Q3
Decreased
197,076
-8.2%
$113.7M0.6%$564.81
0
2024-Q2
Increased
214,644
+5.3%
$117.5M0.7%$536.31
45

Other major holders of IVV: BlackRock, Inc.

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