Lido Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $438M | Buy |
3,873,907
+85,467
| +2% | +$10.3M | 1.34% | 10 |
|
|
2025
Q4 | $460M | Buy |
3,788,440
+148,991
| +4% | +$18.2M | 1.37% | 10 |
|
|
2025
Q3 | $439M | Buy |
3,639,449
+221,311
| +6% | +$25.5M | 1.38% | 11 |
|
|
2025
Q2 | $376M | Buy |
3,418,138
+205,322
| +6% | +$20.3M | 1.47% | 10 |
|
|
2025
Q1 | $298M | Buy |
3,212,816
+85,339
| +3% | +$8.6M | 1.34% | 12 |
|
|
2024
Q4 | $318M | Buy |
3,127,477
+1,038,548
| +50% | +$104M | 1.45% | 10 |
|
|
2024
Q3 | $200M | Sell |
2,088,929
-488,561
| -19% | -$45.1M | 1% | 11 |
|
|
2024
Q2 | $239M | Buy |
2,577,490
+70,739
| +3% | +$6.1M | 1.33% | 11 |
|
|
2024
Q1 | $212M | Sell |
2,506,751
-43,738
| -2% | -$3.51M | 1.24% | 11 |
|
|
2023
Q4 | $192M | Buy |
2,550,489
+58,373
| +2% | +$4.16M | 1.29% | 9 |
|
|
2023
Q3 | $171M | Buy |
2,492,116
+653,266
| +36% | +$46.2M | 1.3% | 9 |
|
|
2023
Q2 | $130M | Buy |
1,838,850
+406,209
| +28% | +$26.9M | 0.92% | 10 |
|
|
2023
Q1 | $91.5M | Buy |
1,432,641
+71,407
| +5% | +$4.36M | 0.89% | 12 |
|
|
2022
Q4 | $79.6M | Sell |
1,361,234
-24,781
| -2% | -$1.49M | 0.97% | 11 |
|
|
2022
Q3 | $80.2M | Buy |
1,386,015
+426,538
| +44% | +$27.7M | 1.01% | 11 |
|
|
2022
Q2 | $57.9M | Sell |
959,477
-13,489
| -1% | -$893K | 0.77% | 13 |
|
|
2022
Q1 | $74.3M | Sell |
972,966
-1,051,620
| -52% | -$79M | 0.83% | 14 |
|
|
2021
Q4 | $169M | Sell |
2,024,586
-78,609
| -4% | -$6.33M | 1.85% | 8 |
|
|
2021
Q3 | $155M | Buy |
2,103,195
+1,243,204
| +145% | +$94.8M | 2.17% | 7 |
|
|
2021
Q2 | $62.5M | Buy |
859,991
+75,382
| +10% | +$5.22M | 0.87% | 11 |
|
|
2021
Q1 | $51.1M | Sell |
784,609
-898,383
| -53% | -$58.1M | 0.88% | 11 |
|
|
2020
Q4 | $107M | Sell |
1,682,992
-212,048
| -11% | -$12.9M | 2.24% | 6 |
|
|
2020
Q3 | $109M | Buy |
1,895,040
+224,112
| +13% | +$12.7M | 2.8% | 6 |
|
|
2020
Q2 | $86.7M | Buy |
1,670,928
+37,836
| +2% | +$1.81M | 2.62% | 6 |
|
|
2020
Q1 | $67.4M | Buy |
1,633,092
+94,764
| +6% | +$4.48M | 2.86% | 6 |
|
|
2019
Q4 | $74.5M | Buy |
1,538,328
+123,384
| +9% | +$5.72M | 2.96% | 5 |
|
|
2019
Q3 | $63.7M | Buy |
1,414,944
+41,112
| +3% | +$1.86M | 3.22% | 4 |
|
|
2019
Q2 | $61.6M | Buy |
1,373,832
+112,844
| +9% | +$4.96M | 3.52% | 4 |
|
|
2019
Q1 | $54.3M | Sell |
1,260,988
-160,028
| -11% | -$6.56M | 3.53% | 4 |
|
|
2018
Q4 | $53.5M | Buy |
1,421,016
+200,200
| +16% | +$8.1M | 5.28% | 3 |
|
|
2018
Q3 | $54.2M | Buy |
1,220,816
+232,372
| +24% | +$9.99M | 5.28% | 2 |
|
|
2018
Q2 | $40.2M | Buy |
988,444
+213,900
| +28% | +$8.59M | 4.62% | 3 |
|
|
2018
Q1 | $30M | Buy |
774,544
+111,324
| +17% | +$4.44M | 4.11% | 2 |
|
|
2017
Q4 | $25.3M | Buy |
663,220
+80,752
| +14% | +$3.02M | 3.6% | 3 |
|
|
2017
Q3 | $21.6M | Buy |
582,468
+46,584
| +9% | +$1.64M | 3.44% | 2 |
|
|
2017
Q2 | $18.3M | Sell |
535,884
-32,668
| -6% | -$1.11M | 3.81% | 4 |
|
|
2017
Q1 | $19.2M | Buy |
568,552
+513,896
| +940% | +$16.5M | 5.32% | 3 |
|
|
2016
Q4 | $1.66M | Buy |
+54,656
| New | +$1.65M | 0.41% | 25 |
|
Other funds holding IVW
Lido Advisors's IVW Position: Q1 2026 in Review
Lido Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q1 2026, buying an estimated $10.3M and bringing the position to 3,873,907 shares worth $438M. The position accounts for 1.34% of the portfolio, ranked #10.
Lido Advisors first reported a position in IVW in Q4 2016 and has held it in 38 quarters since. The position peaked at $460M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Lido Advisors held 3,873,907 shares of iShares S&P 500 Growth ETF worth $438M as of Q1 2026.
- Lido Advisors bought 85,467 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $10.3M.
- iShares S&P 500 Growth ETF made up 1.34% of Lido Advisors's portfolio in Q1 2026, its #10 holding.
- Lido Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Lido Advisors's iShares S&P 500 Growth ETF position peaked at $460M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.