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IVW
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Position history for Lido Advisors, LLC's holdings in ISHARES TR

Lido Advisors, LLC holds 3.9M shares of IVW (ISHARES TR), worth $438.2M as of 2026-Q1. The position was increased (+2.3% shares). IVW represents 1.3% of Lido Advisors, LLC's portfolio.

Current Value

$438.2M

Current Shares

3.9M

Total Value Change

+$199.7M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.9M
+2.3%
$438.2M1.3%$118.67
50
2025-Q4
Increased
3.8M
+4.1%
$459.6M1.4%$124.16
51
2025-Q3
Increased
3.6M
+6.5%
$439.4M1.4%$120.03
52
2025-Q2
Increased
3.4M
+6.4%
$376.3M1.5%$109.25
52
2025-Q1
Increased
3.2M
+2.7%
$298.2M1.3%$92.24
50
2024-Q4
Increased
3.1M
+49.7%
$317.5M1.4%$101.96
67
2024-Q3
Decreased
2.1M
-18.9%
$200M1.0%$94.72
0
2024-Q2
Increased
2.6M
+2.8%
$238.5M1.3%$91.87
50

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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