Lido Advisors
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Lido Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Lido Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$275K Hold
2025
Q1 		$253K Buy
2024
Q1 		– Sell
2023
Q4 		$559K Buy
2023
Q3 		$477K Hold
2023
Q2 		$487K Buy
2023
Q1 		$407K Hold
2022
Q4 		$425K Hold
2022
Q3 		$380K Buy