iShares S&P SmallCap 600 Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $108M | 936k | 115.22 |
| 2024-09-30 | $102M | 869k | 116.96 |
| 2024-06-30 | $90M | 841k | 106.66 |
| 2024-03-31 | $88M | 797k | 110.52 |
| 2023-12-31 | $84M | 780k | 108.25 |
| 2023-09-30 | $67M | 707k | 94.33 |
| 2023-06-30 | $69M | 689k | 99.65 |
| 2023-03-31 | $62M | 644k | 96.70 |
| 2022-12-31 | $58M | 612k | 94.64 |
| 2022-09-30 | $44M | 501k | 87.20 |
| 2022-06-30 | $47M | 504k | 92.43 |
| 2022-03-31 | $9.9M | 92k | 107.88 |
| 2021-12-31 | $8.9M | 78k | 114.51 |
| 2021-09-30 | $266k | 2.4k | 109.02 |
| 2021-06-30 | $3.0M | 27k | 112.99 |
| 2021-03-31 | $2.7M | 25k | 108.53 |
| 2020-12-31 | $2.1M | 23k | 91.90 |
| 2020-09-30 | $1.5M | 21k | 70.23 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $1.1M | 20k | 56.09 |
| 2019-12-31 | $1.8M | 21k | 83.86 |
| 2019-09-30 | $1.6M | 21k | 77.83 |
| 2019-06-30 | $1.6M | 20k | 78.26 |
| 2019-03-31 | $1.5M | 19k | 77.13 |
| 2018-12-31 | $1.2M | 18k | 69.32 |
| 2018-09-30 | $1.5M | 18k | 87.23 |
| 2018-06-30 | $1.4M | 17k | 83.48 |
| 2018-03-31 | $1.3M | 17k | 76.99 |
| 2017-12-31 | $1.3M | 17k | 76.80 |
| 2017-09-30 | $723k | 9.7k | 74.22 |
| 2017-06-30 | $507k | 7.2k | 70.15 |
| 2017-03-31 | $366k | 5.3k | 69.08 |
| 2016-12-31 | $421k | 3.1k | 137.54 |
| 2016-09-30 | $396k | 3.2k | 124.10 |
| 2016-06-30 | $899k | 7.7k | 116.22 |
| 2016-03-31 | $5.8k | 653 | 8.89 |
| 2015-12-31 | $538k | 4.7k | 114.01 |
| 2015-09-30 | $515k | 4.8k | 106.47 |
| 2015-06-30 | $545k | 4.6k | 117.84 |
| 2015-03-31 | $545k | 4.6k | 118.02 |
| 2014-12-31 | $538k | 4.7k | 114.01 |
| 2014-09-30 | $501k | 4.8k | 104.24 |
| 2014-06-30 | $494k | 4.4k | 112.15 |
| 2014-03-31 | $406k | 3.7k | 110.06 |
| 2013-12-31 | $377k | 3.5k | 109.24 |
More positions owned by Sequoia Financial Advisors
View all positions for Sequoia Financial Advisors
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index