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

Sequoia Financial Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$762K Buy
8,898
+5,745
+182% +$492K 0.01% 800
2025
Q1 		$248K Buy
+3,153
New +$248K ﹤0.01% 1152