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iShares Russell 2000 Index shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 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 Russell 2000 Index by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 59k 220.89
2024-06-30 $12M 60k 202.89
2024-03-31 $13M 60k 210.30
2023-12-31 $12M 60k 200.71
2023-09-30 $9.7M 55k 176.76
2023-06-30 $11M 57k 187.27
2023-03-31 $11M 59k 178.40
2022-12-31 $11M 62k 174.36
2022-09-30 $12M 71k 164.93
2022-06-30 $16M 92k 169.36
2022-03-31 $64M 313k 205.27
2021-12-31 $51M 228k 222.45
2021-09-30 $19M 86k 218.76
2021-06-30 $47M 204k 229.37
2021-03-31 $41M 187k 220.94
2020-12-31 $38M 193k 196.06
2020-09-30 $28M 184k 149.79
2020-06-30 $0 0 0.00
2020-03-31 $4.1M 36k 114.45
2019-12-31 $5.4M 32k 165.67
2019-09-30 $4.8M 31k 151.34
2019-06-30 $4.9M 31k 155.51
2019-03-31 $4.8M 31k 153.10
2018-12-31 $4.4M 33k 133.91
2018-09-30 $6.4M 38k 168.55
2018-06-30 $5.7M 35k 163.77
2018-03-31 $4.6M 31k 151.82
2017-12-31 $3.9M 26k 152.46
2017-09-30 $3.6M 24k 148.18
2017-06-30 $4.3M 30k 140.93
2017-03-31 $3.8M 28k 137.49
2016-12-31 $998k 7.4k 134.86
2016-09-30 $264k 2.1k 124.00
2016-06-30 $605k 5.3k 114.93

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View all positions for Sequoia Financial Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index