Lido Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $275M | Sell |
420,398
-32,189
| -7% | -$22M | 0.84% | 16 |
|
|
2025
Q4 | $307M | Buy |
452,587
+38,313
| +9% | +$26M | 0.92% | 14 |
|
|
2025
Q3 | $277M | Buy |
414,274
+4,396
| +1% | +$2.83M | 0.87% | 16 |
|
|
2025
Q2 | $254M | Sell |
409,878
-8,485
| -2% | -$4.87M | 0.99% | 14 |
|
|
2025
Q1 | $235M | Sell |
418,363
-17,217
| -4% | -$10.2M | 1.06% | 14 |
|
|
2024
Q4 | $256M | Buy |
435,580
+238,504
| +121% | +$141M | 1.17% | 12 |
|
|
2024
Q3 | $114M | Sell |
197,076
-17,568
| -8% | -$9.77M | 0.57% | 19 |
|
|
2024
Q2 | $117M | Buy |
214,644
+10,907
| +5% | +$5.74M | 0.65% | 15 |
|
|
2024
Q1 | $107M | Buy |
203,737
+7,002
| +4% | +$3.5M | 0.63% | 16 |
|
|
2023
Q4 | $94M | Buy |
196,735
+45,131
| +30% | +$20.2M | 0.63% | 18 |
|
|
2023
Q3 | $65.1M | Sell |
151,604
-1,342
| -0.9% | -$600K | 0.5% | 23 |
|
|
2023
Q2 | $68.2M | Buy |
152,946
+15,284
| +11% | +$6.44M | 0.49% | 22 |
|
|
2023
Q1 | $33.3M | Buy |
137,662
+75,071
| +120% | +$30.1M | 0.32% | 36 |
|
|
2022
Q4 | $24M | Buy |
62,591
+29,835
| +91% | +$11.5M | 0.29% | 43 |
|
|
2022
Q3 | $12.7M | Sell |
32,756
-1,172
| -3% | -$468K | 0.16% | 65 |
|
|
2022
Q2 | $12.9M | Sell |
33,928
-910
| -3% | -$374K | 0.17% | 64 |
|
|
2022
Q1 | $15.8M | Sell |
34,838
-494
| -1% | -$221K | 0.18% | 65 |
|
|
2021
Q4 | $16.9M | Buy |
35,332
+8,592
| +32% | +$3.96M | 0.18% | 63 |
|
|
2021
Q3 | $11.5M | Buy |
26,740
+2,732
| +11% | +$1.21M | 0.16% | 76 |
|
|
2021
Q2 | $10.3M | Sell |
24,008
-137
| -0.6% | -$57.4K | 0.14% | 86 |
|
|
2021
Q1 | $9.61M | Buy |
24,145
+1,817
| +8% | +$703K | 0.17% | 88 |
|
|
2020
Q4 | $8.38M | Sell |
22,328
-6,165
| -22% | -$2.19M | 0.17% | 78 |
|
|
2020
Q3 | $9.57M | Buy |
28,493
+7,032
| +33% | +$2.34M | 0.25% | 48 |
|
|
2020
Q2 | $6.65M | Buy |
21,461
+1,828
| +9% | +$537K | 0.2% | 64 |
|
|
2020
Q1 | $5.07M | Sell |
19,633
-42
| -0.2% | -$12.9K | 0.22% | 66 |
|
|
2019
Q4 | $6.36M | Buy |
19,675
+2,894
| +17% | +$896K | 0.25% | 62 |
|
|
2019
Q3 | $5.01M | Buy |
16,781
+2,611
| +18% | +$776K | 0.25% | 60 |
|
|
2019
Q2 | $4.18M | Sell |
14,170
-2,564
| -15% | -$743K | 0.24% | 65 |
|
|
2019
Q1 | $4.76M | Buy |
16,734
+6,469
| +63% | +$1.77M | 0.31% | 52 |
|
|
2018
Q4 | $2.58M | Buy |
10,265
+3,406
| +50% | +$925K | 0.26% | 62 |
|
|
2018
Q3 | $2.02M | Buy |
6,859
+391
| +6% | +$112K | 0.2% | 76 |
|
|
2018
Q2 | $1.77M | Buy |
6,468
+2,667
| +70% | +$726K | 0.2% | 74 |
|
|
2018
Q1 | $1.01M | Sell |
3,801
-8,894
| -70% | -$2.45M | 0.14% | 101 |
|
|
2017
Q4 | $3.41M | Sell |
12,695
-381
| -3% | -$99.8K | 0.49% | 35 |
|
|
2017
Q3 | $3.38M | Sell |
13,076
-8,027
| -38% | -$1.99M | 0.54% | 33 |
|
|
2017
Q2 | $5.14M | Buy |
21,103
+2,832
| +15% | +$683K | 1.07% | 15 |
|
|
2017
Q1 | $4.41M | Buy |
18,271
+606
| +3% | +$142K | 1.22% | 16 |
|
|
2016
Q4 | $3.97M | Buy |
17,665
+14,478
| +454% | +$3.18M | 0.98% | 13 |
|
|
2016
Q3 | $693K | Buy |
3,187
+249
| +8% | +$54.2K | 0.21% | 48 |
|
|
2016
Q2 | $618K | Sell |
2,938
-108
| -4% | -$22.5K | 0.19% | 48 |
|
|
2016
Q1 | $629K | Buy |
+3,046
| New | +$598K | 0.21% | 48 |
|
Other funds holding IVV
Lido Advisors's IVV Position: Q1 2026 in Review
Lido Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.1% in Q1 2026, selling an estimated $22M and leaving 420,398 shares worth $275M. The position accounts for 0.84% of the portfolio, ranked #16.
Lido Advisors first reported a position in IVV in Q1 2016 and has held it in 41 quarters since. The position peaked at $307M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Lido Advisors held 420,398 shares of iShares Core S&P 500 ETF worth $275M as of Q1 2026.
- Lido Advisors sold 32,189 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $22M.
- iShares Core S&P 500 ETF made up 0.84% of Lido Advisors's portfolio in Q1 2026, its #16 holding.
- Lido Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's iShares Core S&P 500 ETF position peaked at $307M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.