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IWVIWV
Showing 8 of 31 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES RUSSELL 3000 ETF

Lido Advisors, LLC holds 268,919 shares of IWV (ISHARES RUSSELL 3000 ETF), worth $114.7M as of 2026-Q2. The position was decreased (-2.2% shares). IWV represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$114.7M

Current Shares

268,919

Total Value Change

+$103.6M

Total Shares Change

+235,191

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
268,919
-2.2%
$114.7M0.3%$426.40
0
2026-Q1
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

Other major holders of IWV: SCS Capital Management LLC, GOLDMAN SACHS GROUP INC

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