Lido Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Lido Advisors's IVV Position: Q2 2026 in Review
Lido Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $33.1M and leaving 374,926 shares worth $281M. The position accounts for 0.76% of the portfolio, ranked #19.
Lido Advisors first reported a position in IVV in Q1 2016 and has held it in 42 quarters since. The position peaked at $307M in Q4 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Lido Advisors held 374,926 shares of iShares Core S&P 500 ETF worth $281M as of Q2 2026.
- Lido Advisors sold 45,472 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $33.1M.
- iShares Core S&P 500 ETF made up 0.76% of Lido Advisors's portfolio in Q2 2026, its #19 holding.
- Lido Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 42 quarters since.
- Lido Advisors's iShares Core S&P 500 ETF position peaked at $307M in Q4 2025.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.