ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 4,746 Value ($000) $1,019 Avg Close — Range —
Q3 2025
Shares 4,210 Value ($000) $881 Avg Close — Range —
Q2 2025
Shares 4,338 Value ($000) $818 Avg Close — Range —
Q1 2025
Shares 3,167 Value ($000) $485 Avg Close — Range —
Q4 2024
Shares 2,533 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 2,517 Value ($000) $377 Avg Close — Range —
Q2 2024
Shares 2,642 Value ($000) $349 Avg Close — Range —
Q1 2024
Shares 2,864 Value ($000) $378 Avg Close — Range —
Q4 2023
Shares 2,895 Value ($000) $366 Avg Close — Range —
Q3 2023
Shares 3,167 Value ($000) $336 Avg Close — Range —
Q2 2023
Shares 3,140 Value ($000) $366 Avg Close — Range —
Q1 2023
Shares 3,138 Value ($000) $361 Avg Close — Range —
Q4 2022
Shares 2,154 Value ($000) $241 Avg Close — Range —
Q1 2018
Shares 2,045 Value ($000) $405 Avg Close — Range —
Q4 2017
Shares 2,070 Value ($000) $389 Avg Close — Range —
Q3 2017
Shares 2,070 Value ($000) $369 Avg Close — Range —