iShares S&P 500 Value Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 27k | 206.51 |
| 2025-06-30 | $5.6M | 29k | 195.42 |
| 2025-03-31 | $5.3M | 28k | 190.58 |
| 2024-12-31 | $1.8M | 9.5k | 190.89 |
| 2024-09-30 | $2.5M | 13k | 197.17 |
| 2024-06-30 | $2.2M | 12k | 182.01 |
| 2024-03-31 | $2.3M | 12k | 186.81 |
| 2023-12-31 | $3.1M | 18k | 173.89 |
| 2023-09-30 | $2.0M | 13k | 153.84 |
| 2023-06-30 | $2.0M | 13k | 161.19 |
| 2023-03-31 | $2.8M | 18k | 151.76 |
| 2022-12-31 | $2.7M | 19k | 145.07 |
| 2022-09-30 | $1.4M | 11k | 128.55 |
| 2022-06-30 | $2.1M | 15k | 137.61 |
| 2022-03-31 | $2.3M | 15k | 155.75 |
| 2021-12-31 | $1.6M | 10k | 156.61 |
| 2021-09-30 | $216k | 1.5k | 145.75 |
| 2021-06-30 | $1.2M | 8.3k | 147.66 |
| 2021-03-31 | $1.2M | 8.3k | 141.25 |
| 2020-12-31 | $1.1M | 8.2k | 128.03 |
| 2020-09-30 | $930k | 8.3k | 112.44 |
| 2020-06-30 | $816k | 7.5k | 108.21 |
| 2020-03-31 | $726k | 7.5k | 96.27 |
| 2019-12-31 | $963k | 7.4k | 130.06 |
| 2019-09-30 | $1.0M | 8.5k | 119.16 |
| 2019-06-30 | $926k | 7.9k | 116.58 |
| 2019-03-31 | $895k | 7.9k | 112.68 |
| 2018-12-31 | $346k | 3.4k | 101.14 |
| 2018-09-30 | $396k | 3.4k | 115.76 |
| 2018-06-30 | $398k | 3.6k | 110.13 |
| 2018-03-31 | $395k | 3.6k | 109.30 |
| 2017-12-31 | $563k | 4.9k | 114.20 |
| 2017-09-30 | $636k | 5.9k | 107.87 |
| 2017-06-30 | $758k | 7.2k | 104.97 |
| 2017-03-31 | $477k | 4.6k | 104.06 |
| 2016-12-31 | $554k | 5.5k | 101.37 |
| 2016-09-30 | $554k | 5.8k | 94.91 |
| 2016-06-30 | $947k | 10k | 92.90 |
| 2016-03-31 | $9.8k | 885 | 11.12 |
| 2015-12-31 | $937k | 10k | 93.79 |
| 2015-09-30 | $929k | 11k | 84.00 |
| 2015-06-30 | $953k | 10k | 92.17 |
| 2015-03-31 | $956k | 10k | 92.52 |
| 2014-12-31 | $937k | 10k | 93.79 |
| 2014-09-30 | $928k | 10k | 90.06 |
| 2014-06-30 | $889k | 9.8k | 90.26 |
| 2014-03-31 | $707k | 8.1k | 86.89 |
| 2013-12-31 | $766k | 9.0k | 85.49 |
More positions owned by Sequoia Financial Advisors
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