Sequoia Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$801K	Sell	4,418 -77	-2%	-$14.9K	﹤0.01%	997
2025 Q4	$897K	Buy	4,495 +36	+0.8%	+$7.2K	0.01%	944
2025 Q3	$873K	Sell	4,459 -186	-4%	-$34K	0.01%	843
2025 Q2	$805K	Buy	4,645 +361	+8%	+$54.7K	0.01%	781
2025 Q1	$602K	Sell	4,284 -390	-8%	-$60.7K	﹤0.01%	783
2024 Q4	$746K	Buy	4,674 +1,255	+37%	+$199K	0.01%	673
2024 Q3	$518K	Sell	3,419 -399	-10%	-$58.7K	0.01%	732
2024 Q2	$575K	Sell	3,818 -21	-0.5%	-$2.9K	0.01%	644
2024 Q1	$519K	Buy	3,839 +169	+5%	+$22K	0.01%	676
2023 Q4	$450K	Buy	3,670 +3	+0.1%	+$340	0.01%	768
2023 Q3	$385K	Buy	3,667 +1,066	+41%	+$116K	0.01%	598
2023 Q2	$283K	Buy	+2,601	New	+$255K	﹤0.01%	723
2022 Q2	–	Sell	-5,659	Closed	-$583K	–	640
2022 Q1	$583K	Buy	5,659 +247	+5%	+$25.2K	0.01%	324
2021 Q4	$621K	Buy	+5,412	New	+$601K	0.02%	292
2021 Q3	–	Sell	-5,972	Closed	-$594K	–	356
2021 Q2	$594K	Buy	5,972 +1	+0%	+$93	0.02%	254
2021 Q1	$524K	Sell	5,971 -80	-1%	-$7.01K	0.02%	254
2020 Q4	$515K	Sell	6,051 -1	-0%	-$80	0.02%	243
2020 Q3	$455K	Buy	+6,052	New	+$442K	0.02%	238