Lido Advisors »

Ishares Tr rus200 grw idx shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 grw idx by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $129M 473k 273.65
2025-06-30 $116M 472k 246.51
2025-03-31 $106M 501k 210.94
2024-12-31 $118M 501k 235.27
2024-09-30 $223k 1.0k 220.05

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido Advisors

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Branch Banking & Trust Company
Boulay Financial Advisors
Advisor Group Holdings
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx