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 Q2	$3.22M	Buy	4,300 +1,500	+54%	+$1.09M	0.01%	633
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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.