ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 98,842 Value ($000) $24,741 Avg Close — Range —
Q3 2025
Shares 108,546 Value ($000) $27,837 Avg Close — Range —
Q2 2025
Shares 106,754 Value ($000) $25,655 Avg Close — Range —
Q1 2025
Shares 139,903 Value ($000) $28,279 Avg Close — Range —
Q4 2024
Shares 166,267 Value ($000) $34,404 Avg Close — Range —
Q3 2018
Shares 3,055 Value ($000) $364 Avg Close — Range —
Q2 2018
Shares 3,055 Value ($000) $335 Avg Close — Range —
Q1 2018
Shares 3,055 Value ($000) $324 Avg Close — Range —