Question 1

How many shares of IWL does Lido Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Lido Advisors, LLC holds 408,608 shares of IWL (ISHARES TR).

Question 2

What is Lido Advisors, LLC's IWL position worth?

Accepted Answer

As of 2026-Q2, Lido Advisors, LLC's IWL position is worth $75.6M.

Question 3

Is Lido Advisors, LLC buying or selling IWL?

Accepted Answer

In 2026-Q2, Lido Advisors, LLC increased their IWL position (+10.0% change in shares).

Question 4

When did Lido Advisors, LLC first buy IWL?

Accepted Answer

Based on available 13F filings, Lido Advisors, LLC first reported a position in IWL in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	408,608	+10.0%	$75.6M	0.2%	$184.95	39
2026-Q1	Decreased	371,412	-2.9%	$59.6M	0.2%	$167.93	0
2025-Q4	Increased	382,370	+14.8%	$65.2M	0.2%	$171.77	40
2025-Q3	Increased	332,966	+7.5%	$55.3M	0.2%	$164.98	38
2025-Q2	Increased	309,665	+0.6%	$47.4M	0.2%	$151.57	35
2025-Q1	Increased	307,929	+19.7%	$42.3M	0.2%	$135.65	41
2024-Q4	New	257,324	-	$37.2M	0.2%	$143.99	48

IWL7 quarters

IWL
7 quarters