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
2026 Q2	$302K	Buy	3,336 +120	+4%	+$10.5K	﹤0.01%	1751
2026 Q1	$266K	Sell	3,216 -120	-4%	-$10.5K	﹤0.01%	1626
2025 Q4	$299K	Hold	3,336	–	–	﹤0.01%	1571
2025 Q3	$299K	Buy	3,336 +120	+4%	+$10.5K	﹤0.01%	1494
2025 Q2	$275K	Hold	3,216	–	–	﹤0.01%	1377
2025 Q1	$253K	Buy	+3,216	New	+$259K	﹤0.01%	1281
2024 Q1	–	Sell	-9,360	Closed	-$559K	–	1428
2023 Q4	$559K	Buy	9,360 +111	+1%	+$5.98K	﹤0.01%	822
2023 Q3	$477K	Hold	9,249	–	–	﹤0.01%	761
2023 Q2	$487K	Buy	9,249 +1,158	+14%	+$58.7K	﹤0.01%	751
2023 Q1	$407K	Hold	8,091	–	–	﹤0.01%	758
2022 Q4	$425K	Hold	8,091	–	–	0.01%	657
2022 Q3	$380K	Buy	+8,091	New	+$425K	﹤0.01%	640

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's IYG Position: Q2 2026 in Review

Lido Advisors increased its iShares US Financial Services ETF (IYG) stake by 3.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 3,336 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Lido Advisors first reported a position in IYG in Q3 2022 and has held it in 12 quarters since. The position peaked at $559K in Q4 2023. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Lido Advisors held 3,336 shares of iShares US Financial Services ETF worth $302K as of Q2 2026.
Lido Advisors bought 120 iShares US Financial Services ETF shares in Q2 2026, an estimated $10.5K.
iShares US Financial Services ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1751 holding.
Lido Advisors first reported a position in iShares US Financial Services ETF in Q3 2022 and has held it in 12 quarters since.
Lido Advisors's iShares US Financial Services ETF position peaked at $559K in Q4 2023.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.