Sequoia Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.37M	Buy	9,198 +7,190	+358%	+$2.58M	0.02%	444
2026 Q1	$639K	Sell	2,008 -343	-15%	-$115K	﹤0.01%	1124
2025 Q4	$806K	Sell	2,351 -162	-6%	-$55K	﹤0.01%	998
2025 Q3	$836K	Sell	2,513 -346	-12%	-$110K	0.01%	875
2025 Q2	$870K	Buy	2,859 +264	+10%	+$73.6K	0.01%	745
2025 Q1	$703K	Buy	2,595 +278	+12%	+$79.8K	0.01%	738
2024 Q4	$669K	Buy	2,317 +852	+58%	+$244K	0.01%	708
2024 Q3	$406K	Hold	1,465	–	–	﹤0.01%	829
2024 Q2	$387K	Buy	1,465 +265	+22%	+$66.3K	﹤0.01%	791
2024 Q1	$297K	Buy	1,200 +1	+0.1%	+$236	﹤0.01%	867
2023 Q4	$268K	Buy	1,199 +1	+0.1%	+$210	﹤0.01%	976
2023 Q3	$240K	Hold	1,198	–	–	﹤0.01%	781
2023 Q2	$248K	Hold	1,198	–	–	﹤0.01%	766
2023 Q1	$224K	Sell	1,198 -221	-16%	-$39.7K	0.01%	730
2022 Q4	$242K	Buy	+1,419	New	+$245K	0.01%	660

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sequoia Financial Advisors increased its iShares S&P 100 ETF (OEF) stake by 358% in Q2 2026, buying an estimated $2.58M and bringing the position to 9,198 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #444.

Sequoia Financial Advisors first reported a position in OEF in Q4 2022 and has held it in 15 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Sequoia Financial Advisors held 9,198 shares of iShares S&P 100 ETF worth $3.37M as of Q2 2026.
Sequoia Financial Advisors bought 7,190 iShares S&P 100 ETF shares in Q2 2026, an estimated $2.58M.
iShares S&P 100 ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #444 holding.
Sequoia Financial Advisors first reported a position in iShares S&P 100 ETF in Q4 2022 and has held it in 15 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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