Lido Advisors
IGM icon

Lido Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Lido Advisors’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.7M Sell
229,088
-39
-0% -$6.25K 0.1% 143
2026
Q2 		$37.5M Sell
229,127
-345
-0.2% -$51.7K 0.1% 132
2026
Q1 		$27.2M Sell
229,472
-5,986
-3% -$753K 0.08% 160
2025
Q4 		$30.4M Buy
235,458
+228,584
+3,325% +$29.6M 0.09% 147
2025
Q3 		$866K Buy
6,874
+750
+12% +$88.5K ﹤0.01% 1007
2025
Q2 		$688K Buy
+6,124
New +$602K ﹤0.01% 992

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Lido Advisors's IGM Position: Q3 2026 in Review

Lido Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q3 2026, selling an estimated $6.25K and leaving 229,088 shares worth $38.7M. The position accounts for 0.1% of the portfolio, ranked #143.

Lido Advisors first reported a position in IGM in Q2 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Lido Advisors held 229,088 shares of iShares Expanded Tech Sector ETF worth $38.7M as of Q3 2026.
  • Lido Advisors sold 39 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $6.25K.
  • iShares Expanded Tech Sector ETF made up 0.1% of Lido Advisors's portfolio in Q3 2026, its #143 holding.
  • Lido Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.