ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,054 Value ($000) $231 Avg Close Range
Q3 2025
Shares 4,065 Value ($000) $239 Avg Close Range
Q2 2025
Shares 4,050 Value ($000) $229 Avg Close Range
Q1 2025
Shares 4,850 Value ($000) $279 Avg Close Range
Q4 2024
Shares 4,890 Value ($000) $280 Avg Close Range
Q3 2024
Shares 4,375 Value ($000) $269 Avg Close Range
Q2 2024
Shares 4,471 Value ($000) $239 Avg Close Range
Q1 2024
Shares 4,479 Value ($000) $241 Avg Close Range
Q4 2023
Shares 16,112 Value ($000) $875 Avg Close Range
Q2 2023
Shares 3,999 Value ($000) $206 Avg Close Range
Q2 2022
Shares 4,044 Value ($000) $216 Avg Close Range
Q1 2022
Shares 4,483 Value ($000) $290 Avg Close Range
Q4 2021
Shares 6,375 Value ($000) $431 Avg Close Range
Q2 2021
Shares 7,999 Value ($000) $467 Avg Close Range
Q1 2021
Shares 7,997 Value ($000) $419 Avg Close Range
Q4 2020
Shares 8,010 Value ($000) $388 Avg Close Range
Q3 2020
Shares 7,995 Value ($000) $350 Avg Close Range
Q2 2020
Shares 8,054 Value ($000) $350 Avg Close Range
Q1 2020
Shares 8,663 Value ($000) $339 Avg Close Range
Q4 2019
Shares 11,232 Value ($000) $613 Avg Close Range
Q3 2019
Shares 11,053 Value ($000) $614 Avg Close Range
Q2 2019
Shares 16,469 Value ($000) $857 Avg Close Range
Q1 2019
Shares 17,025 Value ($000) $881 Avg Close Range
Q4 2018
Shares 18,641 Value ($000) $836 Avg Close Range