Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 326,296 shares of IWF (ISHARES TR), worth $139.1M as of 2026-Q1. The position was decreased (-13.1% shares). IWF represents 0.4% of Lido Advisors, LLC's portfolio.
Current Value
$139.1M
Current Shares
326,296
Total Value Change
+$84M
Total Shares Change
+174,971
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 326,296 |
-13.1% |
| $139.1M |
| 0.4% |
| $448.66 |
0 |
| 2025-Q4 | Decreased | 375,480 | -0.3% | $176.6M | 0.5% | $476.95 | 0 |
| 2025-Q3 | Increased | 376,589 | +29.6% | $176.4M | 0.6% | $466.09 | 54 |
| 2025-Q2 | Increased | 290,695 | +39.5% | $123.4M | 0.5% | $420.88 | 48 |
| 2025-Q1 | Increased | 208,405 | +2.0% | $75.3M | 0.3% | $359.49 | 36 |
| 2024-Q4 | Increased | 204,402 | +35.1% | $82.1M | 0.4% | $403.59 | 46 |
| 2024-Q3 | Decreased | 151,266 | -0.0% | $56.8M | 0.3% | $371.77 | 0 |
| 2024-Q2 | Increased | 151,325 | +3.3% | $55.2M | 0.3% | $362.15 | 36 |