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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Hold
2025
Q1
$315K Buy
2016
Q1
Sell
2015
Q4
$237K Hold
2015
Q3
$246K Hold
2015
Q2
$255K Hold
2015
Q1
$275K Hold
2014
Q4
$288K Hold
2014
Q3
$265K Hold
2014
Q2
$258K Hold
2014
Q1
$238K Hold
2013
Q4
$232K Buy