Lido Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Lido Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83M	Buy	2,800 +100	+4%	+$68.3K	0.01%	738
2025 Q4	$1.85M	Hold	2,700	–	–	0.01%	745
2025 Q3	$1.81M	Buy	2,700 +2,100	+350%	+$1.35M	0.01%	716
2025 Q2	$373K	Buy	+600	New	+$345K	﹤0.01%	1236
2024 Q2	–	Sell	-700	Closed	-$368K	–	1447
2024 Q1	$368K	Hold	700	–	–	﹤0.01%	995
2023 Q4	$334K	Hold	700	–	–	﹤0.01%	989
2023 Q3	$301K	Hold	700	–	–	﹤0.01%	914
2023 Q2	$312K	Buy	+700	New	+$295K	﹤0.01%	914

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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.