iShares Russell 1000 Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 81k | 314.39 |
| 2024-06-30 | $23M | 79k | 297.54 |
| 2024-03-31 | $22M | 77k | 288.03 |
| 2023-12-31 | $21M | 79k | 262.26 |
| 2023-09-30 | $16M | 67k | 234.92 |
| 2023-06-30 | $17M | 70k | 243.74 |
| 2023-03-31 | $16M | 69k | 225.23 |
| 2022-12-31 | $15M | 70k | 210.52 |
| 2022-09-30 | $12M | 62k | 197.33 |
| 2022-06-30 | $14M | 67k | 207.76 |
| 2022-03-31 | $18M | 71k | 250.07 |
| 2021-12-31 | $19M | 72k | 264.43 |
| 2021-09-30 | $598k | 2.5k | 241.71 |
| 2021-06-30 | $2.2M | 9.1k | 242.10 |
| 2021-03-31 | $1.8M | 7.9k | 223.86 |
| 2020-12-31 | $4.1M | 20k | 211.82 |
| 2020-09-30 | $3.6M | 19k | 187.16 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $614k | 4.3k | 141.57 |
| 2019-12-31 | $680k | 3.8k | 178.29 |
| 2019-09-30 | $454k | 2.8k | 164.55 |
| 2019-06-30 | $449k | 2.8k | 162.74 |
| 2019-03-31 | $457k | 2.9k | 157.21 |
| 2018-12-31 | $343k | 2.5k | 138.64 |
| 2018-09-30 | $400k | 2.5k | 161.68 |
| 2018-06-30 | $376k | 2.5k | 151.98 |
| 2018-03-31 | $363k | 2.5k | 146.73 |
| 2017-12-31 | $427k | 2.9k | 148.57 |
| 2017-09-30 | $350k | 2.5k | 139.83 |
| 2017-06-30 | $339k | 2.5k | 135.44 |
| 2017-03-31 | $329k | 2.5k | 131.44 |
| 2016-12-31 | $312k | 2.5k | 124.65 |
| 2016-09-30 | $302k | 2.5k | 120.66 |
| 2016-06-30 | $293k | 2.5k | 117.06 |
| 2016-03-31 | $2.5k | 286 | 8.75 |
| 2015-12-31 | $287k | 2.5k | 114.66 |
| 2015-09-30 | $268k | 2.5k | 107.07 |
| 2015-06-30 | $290k | 2.5k | 115.86 |
| 2015-03-31 | $290k | 2.5k | 115.86 |
| 2014-12-31 | $287k | 2.5k | 114.66 |
| 2014-09-30 | $272k | 2.5k | 109.94 |
| 2014-06-30 | $272k | 2.5k | 109.94 |
| 2014-03-31 | $259k | 2.5k | 104.69 |
| 2013-12-31 | $255k | 2.5k | 103.07 |
More positions owned by Sequoia Financial Advisors
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