Sequoia Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $836K | Sell |
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|
2025
Q2 | $870K | Buy |
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|
2025
Q1 | $703K | Buy |
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|
2024
Q4 | $669K | Buy |
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|
2024
Q3 | $406K | Hold |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $242K | Buy |
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