Back to Lido Advisors, LLC

IWV
Showing 8 of 30 quarters

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

Lido Advisors, LLC holds 274,951 shares of IWV (ISHARES TR), worth $101.9M as of 2026-Q1. The position was decreased (-0.3% shares). IWV represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$101.9M

Current Shares

274,951

Total Value Change

+$91.3M

Total Shares Change

+240,512

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
274,951
-0.3%
$101.9M0.3%$387.33
0
2025-Q4
Decreased
275,736
-5.0%
$106.4M0.3%$389.73
0
2025-Q3
Decreased
290,399
-3.5%
$110M0.3%$376.62
0
2025-Q2
Increased
300,769
+2.3%
$105.6M0.4%$347.37
37
2025-Q1
Increased
294,156
+10.2%
$93.4M0.4%$313.50
39
2024-Q4
Increased
266,950
+691.5%
$89.2M0.4%$332.13
58
2024-Q3
Decreased
33,728
-2.1%
$11M0.1%$321.26
0
2024-Q2
Decreased
34,439
-0.4%
$10.6M0.1%$303.55
0

Other major holders of IWV: SCS Capital Management LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used