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Sequoia Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Sequoia Financial Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$332K Hold
2,746
– – ﹤0.01% 1210
2025
Q1 		$310K Buy
2,746
+437
+19% +$49.3K ﹤0.01% 1042
2024
Q4 		$255K Buy
+2,309
New +$255K ﹤0.01% 1086