ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 108,535 Value ($000) $21,557 Avg Close Range
Q3 2025
Shares 105,522 Value ($000) $20,524 Avg Close Range
Q2 2025
Shares 128,585 Value ($000) $23,508 Avg Close Range
Q1 2025
Shares 167,954 Value ($000) $28,702 Avg Close Range
Q4 2024
Shares 129,393 Value ($000) $23,042 Avg Close Range
Q3 2024
Shares 8,231 Value ($000) $1,476 Avg Close Range
Q2 2024
Shares 8,280 Value ($000) $1,414 Avg Close Range
Q1 2024
Shares 7,476 Value ($000) $1,229 Avg Close Range
Q4 2023
Shares 8,880 Value ($000) $1,307 Avg Close Range
Q3 2023
Shares 3,859 Value ($000) $509 Avg Close Range
Q2 2023
Shares 3,686 Value ($000) $497 Avg Close Range
Q1 2023
Shares 3,589 Value ($000) $445 Avg Close Range
Q4 2022
Shares 3,438 Value ($000) $392 Avg Close Range
Q3 2022
Shares 3,438 Value ($000) $357 Avg Close Range
Q2 2022
Shares 3,538 Value ($000) $395 Avg Close Range
Q1 2022
Shares 3,046 Value ($000) $410 Avg Close Range
Q4 2021
Shares 3,596 Value ($000) $523 Avg Close Range
Q2 2021
Shares 5,506 Value ($000) $732 Avg Close Range
Q1 2021
Shares 2,232 Value ($000) $272 Avg Close Range
Q3 2018
Shares 4,105 Value ($000) $371 Avg Close Range
Q2 2017
Shares 71,361 Value ($000) $5,307 Avg Close Range
Q1 2017
Shares 151,534 Value ($000) $11,032 Avg Close Range
Q4 2016
Shares 156,440 Value ($000) $10,810 Avg Close Range