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

Lido Advisors, LLC holds 272,499 shares of IWB (ISHARES TR), worth $97.2M as of 2026-Q1. The position was decreased (-3.3% shares). IWB represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$97.2M

Current Shares

272,499

Total Value Change

+$90M

Total Shares Change

+248,425

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
272,499
-3.3%
$97.2M0.3%$373.15
0
2025-Q4
Increased
281,876
+136.2%
$105.1M0.3%$376.20
58
2025-Q3
Increased
119,339
+3.5%
$43.6M0.1%$363.42
36
2025-Q2
Increased
115,293
+313.1%
$39.2M0.2%$335.58
56
2025-Q1
Decreased
27,907
-3.5%
$8.6M0.0%$302.55
0
2024-Q4
Increased
28,916
+20.7%
$9.3M0.0%$319.91
33
2024-Q3
Decreased
23,958
-0.5%
$7.5M0.0%$308.93
0
2024-Q2
Decreased
24,074
-5.7%
$7.2M0.0%$292.44
0

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC

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