Sequoia Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
4,923
| – | – | ﹤0.01% | 1199 |
|
|
2025
Q1 | $315K | Buy |
+4,923
| New | +$315K | ﹤0.01% | 1030 |
|
|
2016
Q1 | – | Sell |
-7,032
| Closed | -$237K | – | 209 |
|
|
2015
Q4 | $237K | Hold |
7,032
| – | – | 0.1% | 149 |
|
|
2015
Q3 | $246K | Hold |
7,032
| – | – | 0.11% | 139 |
|
|
2015
Q2 | $255K | Hold |
7,032
| – | – | 0.11% | 152 |
|
|
2015
Q1 | $275K | Hold |
7,032
| – | – | 0.13% | 139 |
|
|
2014
Q4 | $288K | Hold |
7,032
| – | – | 0.2% | 110 |
|
|
2014
Q3 | $265K | Hold |
7,032
| – | – | 0.18% | 124 |
|
|
2014
Q2 | $258K | Hold |
7,032
| – | – | 0.2% | 124 |
|
|
2014
Q1 | $238K | Hold |
7,032
| – | – | 0.2% | 131 |
|
|
2013
Q4 | $232K | Buy |
+7,032
| New | +$232K | 0.19% | 121 |
|