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

Lido Advisors, LLC holds 3.6M shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $500.2M as of 2026-Q2. The position was decreased (-6.1% shares). IVW represents 1.4% of Lido Advisors, LLC's portfolio.

Current Value

$500.2M

Current Shares

3.6M

Total Value Change

+$300.2M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.6M
-6.1%
$500.2M1.4%$137.53
0
2026-Q1
Increased
3.9M
+2.3%
$438.2M1.3%$113.00
50
2025-Q4
Increased
3.8M
+4.1%
$459.6M1.4%$123.04
51
2025-Q3
Increased
3.6M
+6.5%
$439.4M1.4%$120.38
52
2025-Q2
Increased
3.4M
+6.4%
$376.3M1.5%$109.66
52
2025-Q1
Increased
3.2M
+2.7%
$298.2M1.3%$92.36
50
2024-Q4
Increased
3.1M
+49.7%
$317.5M1.4%$100.90
67
2024-Q3
Decreased
2.1M
-18.9%
$200M1.0%$95.03
0

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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