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iShares S&P SmallCap 600 Index shares owned by Sequoia Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sequoia Wealth Management from 13F filings

Historical chart of Sequoia Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $225k 2.7k 83.74
2019-09-30 $801k 10k 78.09
2019-06-30 $635k 8.2k 77.20
2019-03-31 $2.7M 35k 77.19
2018-12-31 $691k 10k 69.31
2018-09-30 $3.0M 34k 87.21
2018-06-30 $345k 3.7k 94.31
2018-03-31 $301k 3.9k 76.90
2017-12-31 $2.9M 38k 77.88

More positions owned by Sequoia Wealth Management

Goldman Sachs Etf Tr (GSLC)
Vanguard Total Stock Market ETF (VTI)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Invesco S&p 500 High Div, Low V equities (SPHD)
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR)
wisdomtreetrusdivd.. (DGRW)
iShares Dow Jones US Aerospace & Def.ETF (ITA)
First Trust Cloud Computing Et (SKYY)
Fidelity msci info tech i (FTEC)
iShares Dow Jones US Technology (IYW)
First Trust Amex Biotech Index Fnd (FBT)
iShares S&P NA Tech. Sec. Idx (IGM)
Pimco Total Return Etf totl (BOND)
iShares Dow Jones US Financial (IYF)

View all positions for Sequoia Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index