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IWY
7 quarters

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

Lido Advisors, LLC holds 426,268 shares of IWY (ISHARES TR), worth $106.1M as of 2026-Q1. The position was decreased (-7.1% shares). IWY represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$106.1M

Current Shares

426,268

Total Value Change

+$105.8M

Total Shares Change

+425,255

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
426,268
-7.1%
$106.1M0.3%$261.70
0
2025-Q4
Decreased
459,007
-2.9%
$127.1M0.4%$278.93
0
2025-Q3
Increased
472,601
+0.1%
$129.3M0.4%$271.67
36
2025-Q2
Decreased
471,888
-5.8%
$116.3M0.5%$244.27
0
2025-Q1
Increased
501,013
+0.1%
$105.7M0.5%$209.87
36
2024-Q4
Increased
500,502
+493x
$117.8M0.5%$236.18
68
2024-Q3
New
1,013
-
$222,9110.0%$217.61
32

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

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