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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Quarterly reported holdings in iShares Russell 2000 Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 47k | 241.96 |
| 2025-06-30 | $11M | 53k | 215.79 |
| 2025-03-31 | $11M | 56k | 199.49 |
| 2024-12-31 | $12M | 56k | 220.96 |
| 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 |
More positions owned by Sequoia Financial Advisors
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