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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 500 Index by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
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 $0 0 0.00
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

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View all positions for Sequoia Financial Advisors

Top funds holding iShares S&P 500 Index

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View all funds holding iShares S&P 500 Index