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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $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

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View all positions for Sequoia Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index