ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Lido Advisors, LLC's Holding History (CIK: 0001650150)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,788,440 Value ($000) $459,649 Avg Close — Range —
Q3 2025
Shares 3,639,449 Value ($000) $439,354 Avg Close — Range —
Q2 2025
Shares 3,418,138 Value ($000) $376,337 Avg Close — Range —
Q1 2025
Shares 3,212,816 Value ($000) $298,246 Avg Close — Range —
Q4 2024
Shares 3,127,477 Value ($000) $317,533 Avg Close — Range —
Q3 2024
Shares 2,088,929 Value ($000) $200,015 Avg Close — Range —
Q2 2024
Shares 2,577,490 Value ($000) $238,521 Avg Close — Range —
Q1 2024
Shares 2,506,751 Value ($000) $211,670 Avg Close — Range —
Q4 2023
Shares 2,550,489 Value ($000) $191,542 Avg Close — Range —
Q3 2023
Shares 2,492,116 Value ($000) $170,511 Avg Close — Range —
Q2 2023
Shares 1,838,850 Value ($000) $129,602 Avg Close — Range —
Q1 2023
Shares 1,432,641 Value ($000) $91,531 Avg Close — Range —
Q4 2022
Shares 1,361,234 Value ($000) $79,632 Avg Close — Range —
Q3 2022
Shares 1,386,015 Value ($000) $80,181 Avg Close — Range —
Q2 2022
Shares 959,477 Value ($000) $57,904 Avg Close — Range —
Q1 2022
Shares 972,966 Value ($000) $74,315 Avg Close — Range —
Q4 2021
Shares 2,024,586 Value ($000) $169,397 Avg Close — Range —
Q3 2021
Shares 2,103,195 Value ($000) $155,447 Avg Close — Range —
Q2 2021
Shares 859,991 Value ($000) $62,547 Avg Close — Range —
Q1 2021
Shares 784,609 Value ($000) $51,086 Avg Close — Range —
Q4 2020
Shares 1,682,992 Value ($000) $107,408 Avg Close — Range —
Q3 2020
Shares 473,760 Value ($000) $109,477 Avg Close — Range —
Q2 2020
Shares 417,732 Value ($000) $86,675 Avg Close — Range —
Q1 2020
Shares 408,273 Value ($000) $67,385 Avg Close — Range —
Q4 2019
Shares 384,582 Value ($000) $74,471 Avg Close — Range —
Q3 2019
Shares 353,736 Value ($000) $63,683 Avg Close — Range —
Q2 2019
Shares 343,458 Value ($000) $61,561 Avg Close — Range —
Q1 2019
Shares 315,247 Value ($000) $54,336 Avg Close — Range —
Q4 2018
Shares 355,254 Value ($000) $53,526 Avg Close — Range —
Q3 2018
Shares 305,204 Value ($000) $54,213 Avg Close — Range —
Q2 2018
Shares 247,111 Value ($000) $40,182 Avg Close — Range —
Q1 2018
Shares 193,636 Value ($000) $30,027 Avg Close — Range —
Q4 2017
Shares 165,805 Value ($000) $25,330 Avg Close — Range —
Q3 2017
Shares 145,617 Value ($000) $21,571 Avg Close — Range —
Q2 2017
Shares 133,971 Value ($000) $18,334 Avg Close — Range —
Q1 2017
Shares 142,138 Value ($000) $19,238 Avg Close — Range —
Q4 2016
Shares 13,664 Value ($000) $1,664 Avg Close — Range —