iShares S&P 500 Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60M | 89k | 669.30 |
| 2025-06-30 | $55M | 88k | 620.90 |
| 2025-03-31 | $50M | 89k | 561.90 |
| 2024-12-31 | $50M | 85k | 588.68 |
| 2024-09-30 | $50M | 87k | 576.82 |
| 2024-06-30 | $52M | 95k | 547.23 |
| 2024-03-31 | $51M | 96k | 525.73 |
| 2023-12-31 | $50M | 105k | 477.63 |
| 2023-09-30 | $36M | 83k | 429.43 |
| 2023-06-30 | $36M | 81k | 445.71 |
| 2023-03-31 | $38M | 91k | 411.08 |
| 2022-12-31 | $36M | 93k | 384.21 |
| 2022-09-30 | $25M | 69k | 358.73 |
| 2022-06-30 | $30M | 80k | 379.22 |
| 2022-03-31 | $42M | 92k | 453.69 |
| 2021-12-31 | $37M | 77k | 476.99 |
| 2021-09-30 | $6.1M | 14k | 430.79 |
| 2021-06-30 | $13M | 30k | 429.90 |
| 2021-03-31 | $9.8M | 25k | 397.84 |
| 2020-12-31 | $9.1M | 24k | 375.40 |
| 2020-09-30 | $8.3M | 25k | 336.05 |
| 2020-06-30 | $7.3M | 24k | 309.68 |
| 2020-03-31 | $6.0M | 23k | 258.39 |
| 2019-12-31 | $6.8M | 21k | 323.26 |
| 2019-09-30 | $6.2M | 21k | 298.54 |
| 2019-06-30 | $5.6M | 19k | 294.74 |
| 2019-03-31 | $5.5M | 19k | 284.55 |
| 2018-12-31 | $4.7M | 19k | 251.61 |
| 2018-09-30 | $5.2M | 18k | 292.72 |
| 2018-06-30 | $4.7M | 17k | 273.06 |
| 2018-03-31 | $4.5M | 17k | 265.36 |
| 2017-12-31 | $4.8M | 18k | 268.84 |
| 2017-09-30 | $3.9M | 16k | 252.91 |
| 2017-06-30 | $3.8M | 16k | 243.43 |
| 2017-03-31 | $3.7M | 16k | 237.29 |
| 2016-12-31 | $3.7M | 17k | 224.98 |
| 2016-09-30 | $3.3M | 15k | 217.55 |
| 2016-06-30 | $3.1M | 15k | 210.48 |
| 2016-03-31 | $14k | 3.0k | 4.84 |
| 2015-12-31 | $1.4M | 6.7k | 206.91 |
| 2015-09-30 | $1.4M | 7.5k | 192.76 |
| 2015-06-30 | $1.4M | 6.8k | 207.27 |
| 2015-03-31 | $1.4M | 6.8k | 207.85 |
| 2014-12-31 | $1.4M | 6.7k | 206.91 |
| 2014-09-30 | $1.3M | 6.6k | 198.28 |
| 2014-06-30 | $1.3M | 6.6k | 197.07 |
| 2014-03-31 | $1.2M | 6.6k | 188.14 |
| 2013-12-31 | $1.2M | 6.6k | 185.72 |
More positions owned by Sequoia Financial Advisors
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