Sequoia Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Sequoia Financial Advisors’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Buy	+2,854	New	+$234K	﹤0.01%	1819
2025 Q4	–	Sell	-4,923	Closed	-$353K	–	1962
2025 Q3	$353K	Hold	4,923	–	–	﹤0.01%	1310
2025 Q2	$337K	Hold	4,923	–	–	﹤0.01%	1210
2025 Q1	$315K	Buy	+4,923	New	+$339K	﹤0.01%	1038
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	+$221K	0.19%	121

Other funds holding IYT

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sequoia Financial Advisors's IYT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 2,854 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in IYT as recently as Q3 2025.

Sequoia Financial Advisors first reported a position in IYT in Q4 2013 and has held it in 13 quarters since. The position peaked at $353K in Q3 2025. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Sequoia Financial Advisors held 2,854 shares of iShares US Transportation ETF worth $248K as of Q2 2026.
iShares US Transportation ETF was a new Sequoia Financial Advisors position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1819 holding.
Sequoia Financial Advisors first reported a position in iShares US Transportation ETF in Q4 2013 and has held it in 13 quarters since.
Sequoia Financial Advisors's iShares US Transportation ETF position peaked at $353K in Q3 2025.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.