iShares S&P 500 Growth Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 255k | 120.72 |
| 2025-06-30 | $28M | 255k | 110.10 |
| 2025-03-31 | $23M | 250k | 92.83 |
| 2024-12-31 | $18M | 175k | 101.53 |
| 2024-09-30 | $17M | 177k | 95.75 |
| 2024-06-30 | $15M | 162k | 92.54 |
| 2024-03-31 | $14M | 163k | 84.44 |
| 2023-12-31 | $14M | 191k | 75.10 |
| 2023-09-30 | $11M | 158k | 68.42 |
| 2023-06-30 | $11M | 159k | 70.48 |
| 2023-03-31 | $10M | 162k | 63.89 |
| 2022-12-31 | $9.5M | 162k | 58.50 |
| 2022-09-30 | $9.0M | 156k | 57.85 |
| 2022-06-30 | $9.7M | 161k | 60.35 |
| 2022-03-31 | $12M | 161k | 76.38 |
| 2021-12-31 | $13M | 156k | 83.67 |
| 2021-09-30 | $531k | 7.2k | 73.91 |
| 2021-06-30 | $13M | 173k | 72.73 |
| 2021-03-31 | $3.2M | 49k | 65.10 |
| 2020-12-31 | $3.1M | 49k | 63.83 |
| 2020-09-30 | $2.9M | 12k | 231.11 |
| 2020-06-30 | $2.3M | 11k | 207.49 |
| 2020-03-31 | $1.8M | 11k | 165.05 |
| 2019-12-31 | $2.1M | 11k | 193.66 |
| 2019-09-30 | $2.0M | 11k | 180.04 |
| 2019-06-30 | $2.0M | 11k | 179.21 |
| 2019-03-31 | $1.9M | 11k | 172.37 |
| 2018-12-31 | $1.6M | 11k | 150.69 |
| 2018-09-30 | $2.0M | 11k | 177.18 |
| 2018-06-30 | $1.8M | 11k | 162.60 |
| 2018-03-31 | $1.8M | 11k | 155.04 |
| 2017-12-31 | $1.9M | 12k | 152.76 |
| 2017-09-30 | $1.9M | 13k | 143.44 |
| 2017-06-30 | $780k | 5.7k | 136.91 |
| 2017-03-31 | $537k | 4.1k | 131.42 |
| 2016-12-31 | $579k | 4.8k | 121.77 |
| 2016-09-30 | $555k | 4.6k | 121.76 |
| 2016-06-30 | $1.9M | 16k | 116.59 |
| 2016-03-31 | $6.2k | 719 | 8.63 |
| 2015-12-31 | $771k | 6.9k | 111.61 |
| 2015-09-30 | $833k | 7.7k | 107.82 |
| 2015-06-30 | $826k | 7.3k | 113.81 |
| 2015-03-31 | $825k | 7.2k | 113.97 |
| 2014-12-31 | $771k | 6.9k | 111.61 |
| 2014-09-30 | $812k | 7.6k | 106.81 |
| 2014-06-30 | $762k | 7.2k | 105.23 |
| 2014-03-31 | $630k | 6.3k | 99.84 |
| 2013-12-31 | $666k | 6.7k | 98.81 |
More positions owned by Sequoia Financial Advisors
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