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SIZESIZE
Showing 8 of 26 quarters

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

Yes. Lido Advisors holds 109,018 shares of SIZE, worth $19.4M, as of its Q2 2026 13F filing. It increased the position by 5,328 shares (+5.1%) from Q1 2026. Lido Advisors has held SIZE since Q1 2020, across 26 quarterly 13F filings. SIZE is 0.1% of Lido Advisors' reported 13F portfolio.

Current Value

$19.4M

Current Shares

109,018

Total Value Change

+$16.5M

Total Shares Change

+89,281

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
109,018
+5.1%
$19.4M0.1%$177.63
30
2026-Q1
Decreased
103,690
-5.7%
$16.5M0.1%$158.44
0
2025-Q4
Increased
109,914
0.0%
$17.7M0.1%$159.97
28
2025-Q3
Increased
109,912
+641.9%
$17.7M0.1%$158.45
46
2025-Q2
Decreased
14,816
-22.1%
$2.3M0.0%$151.71
0
2025-Q1
Increased
19,031
+9.8%
$2.8M0.0%$142.26
29
2024-Q4
Decreased
17,327
-12.2%
$2.6M0.0%$144.76
0
2024-Q3
Decreased
19,737
-36.2%
$2.9M0.0%$144.40
0

Other major holders of SIZE: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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