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 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