Lido Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
56,922
-4,439
| -7% | -$858K | 0.03% | 311 |
|
|
2025
Q4 | $12.1M | Buy |
61,361
+6,926
| +13% | +$1.39M | 0.04% | 300 |
|
|
2025
Q3 | $10.7M | Buy |
54,435
+1,614
| +3% | +$295K | 0.03% | 300 |
|
|
2025
Q2 | $9.15M | Buy |
52,821
+605
| +1% | +$91.7K | 0.04% | 264 |
|
|
2025
Q1 | $7.33M | Sell |
52,216
-1,457
| -3% | -$227K | 0.03% | 278 |
|
|
2024
Q4 | $8.56M | Sell |
53,673
-3,882
| -7% | -$614K | 0.04% | 238 |
|
|
2024
Q3 | $8.73M | Buy |
57,555
+934
| +2% | +$137K | 0.04% | 222 |
|
|
2024
Q2 | $8.52M | Sell |
56,621
-1,220
| -2% | -$169K | 0.05% | 204 |
|
|
2024
Q1 | $7.81M | Sell |
57,841
-2,978
| -5% | -$388K | 0.05% | 211 |
|
|
2023
Q4 | $7.47M | Sell |
60,819
-5,510
| -8% | -$624K | 0.05% | 205 |
|
|
2023
Q3 | $6.96M | Sell |
66,329
-3,876
| -6% | -$422K | 0.05% | 183 |
|
|
2023
Q2 | $7.64M | Buy |
70,205
+1,455
| +2% | +$143K | 0.05% | 172 |
|
|
2023
Q1 | $6.38M | Buy |
68,750
+22,404
| +48% | +$1.88M | 0.06% | 176 |
|
|
2022
Q4 | $3.45M | Buy |
46,346
+4,382
| +10% | +$335K | 0.04% | 207 |
|
|
2022
Q3 | $3.08M | Sell |
41,964
-4,758
| -10% | -$403K | 0.04% | 193 |
|
|
2022
Q2 | $3.73M | Sell |
46,722
-10,766
| -19% | -$953K | 0.05% | 155 |
|
|
2022
Q1 | $5.92M | Sell |
57,488
-4,443
| -7% | -$454K | 0.07% | 136 |
|
|
2021
Q4 | $7.11M | Sell |
61,931
-4,869
| -7% | -$541K | 0.08% | 131 |
|
|
2021
Q3 | $6.76M | Sell |
66,800
-4,041
| -6% | -$422K | 0.09% | 117 |
|
|
2021
Q2 | $7.04M | Sell |
70,841
-2,459
| -3% | -$229K | 0.1% | 118 |
|
|
2021
Q1 | $6.43M | Sell |
73,300
-3,575
| -5% | -$313K | 0.11% | 114 |
|
|
2020
Q4 | $6.54M | Sell |
76,875
-6,233
| -7% | -$498K | 0.14% | 98 |
|
|
2020
Q3 | $6.26M | Sell |
83,108
-8,784
| -10% | -$641K | 0.16% | 80 |
|
|
2020
Q2 | $6.2M | Sell |
91,892
-19,500
| -18% | -$1.18M | 0.19% | 70 |
|
|
2020
Q1 | $5.69M | Sell |
111,392
-27,404
| -20% | -$1.59M | 0.24% | 57 |
|
|
2019
Q4 | $8.07M | Sell |
138,796
-14,136
| -9% | -$769K | 0.32% | 48 |
|
|
2019
Q3 | $7.81M | Sell |
152,932
-18,992
| -11% | -$965K | 0.4% | 43 |
|
|
2019
Q2 | $8.51M | Sell |
171,924
-34,036
| -17% | -$1.66M | 0.49% | 38 |
|
|
2019
Q1 | $9.81M | Buy |
205,960
+80,292
| +64% | +$3.57M | 0.64% | 34 |
|
|
2018
Q4 | $5.02M | Buy |
+125,668
| New | +$5.44M | 0.5% | 34 |
|
|
2016
Q2 | – | Sell |
-21,452
| Closed | -$582K | – | 171 |
|
|
2016
Q1 | $582K | Buy |
+21,452
| New | +$542K | 0.2% | 50 |
|
Other funds holding IYW
PCH
RIG
Lido Advisors's IYW Position: Q1 2026 in Review
Lido Advisors reduced its iShares US Technology ETF (IYW) stake by 7.2% in Q1 2026, selling an estimated $858K and leaving 56,922 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #311.
Lido Advisors first reported a position in IYW in Q1 2016 and has held it in 31 quarters since. The position peaked at $12.1M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.
- Lido Advisors held 56,922 shares of iShares US Technology ETF worth $10.3M as of Q1 2026.
- Lido Advisors sold 4,439 iShares US Technology ETF shares in Q1 2026, an estimated $858K.
- iShares US Technology ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #311 holding.
- Lido Advisors first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 31 quarters since.
- Lido Advisors's iShares US Technology ETF position peaked at $12.1M in Q4 2025.
- 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.