Lido Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
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. 3,976 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.
- 3,976 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.