iShares S&P 1500 Index Fund shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 69k | 145.65 |
| 2025-06-30 | $9.4M | 70k | 135.04 |
| 2025-03-31 | $14M | 114k | 122.01 |
| 2024-12-31 | $12M | 96k | 128.62 |
| 2024-09-30 | $12M | 94k | 125.62 |
| 2024-06-30 | $11M | 94k | 118.78 |
| 2024-03-31 | $11M | 98k | 115.30 |
| 2023-12-31 | $11M | 105k | 105.23 |
| 2023-09-30 | $9.0M | 96k | 94.19 |
| 2023-06-30 | $9.6M | 98k | 97.84 |
| 2023-03-31 | $9.4M | 104k | 90.55 |
| 2022-12-31 | $9.6M | 113k | 84.80 |
| 2022-09-30 | $9.2M | 116k | 79.54 |
| 2022-06-30 | $10M | 121k | 83.78 |
| 2022-03-31 | $13M | 130k | 100.94 |
| 2021-12-31 | $14M | 131k | 106.98 |
| 2021-09-30 | $889k | 9.0k | 98.33 |
| 2021-06-30 | $13M | 136k | 98.76 |
| 2021-03-31 | $14M | 156k | 91.60 |
| 2020-12-31 | $14M | 162k | 86.22 |
| 2020-09-30 | $12M | 165k | 75.49 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $7.9M | 138k | 57.21 |
| 2019-12-31 | $7.0M | 96k | 72.69 |
| 2019-09-30 | $5.7M | 85k | 67.07 |
| 2019-06-30 | $4.4M | 66k | 66.63 |
| 2019-03-31 | $2.4M | 38k | 64.40 |
| 2018-12-31 | $788k | 14k | 56.79 |
| 2018-09-30 | $787k | 12k | 66.59 |
| 2018-06-30 | $739k | 12k | 62.48 |
| 2018-03-31 | $664k | 11k | 60.50 |
| 2017-12-31 | $598k | 9.8k | 61.16 |
| 2017-09-30 | $605k | 11k | 57.60 |
| 2017-06-30 | $376k | 6.8k | 55.42 |
| 2017-03-31 | $373k | 6.9k | 54.09 |
| 2016-12-31 | $328k | 6.4k | 51.24 |
| 2016-09-30 | $232k | 4.7k | 49.56 |
More positions owned by Sequoia Financial Advisors
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