Ishares Tr usa min vo shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 165k | 95.14 |
| 2025-06-30 | $17M | 176k | 93.87 |
| 2025-03-31 | $23M | 245k | 93.66 |
| 2024-12-31 | $25M | 286k | 88.79 |
| 2024-09-30 | $425k | 4.7k | 91.31 |
| 2024-06-30 | $468k | 5.6k | 83.96 |
| 2024-03-31 | $406k | 4.9k | 83.58 |
| 2023-12-31 | $308k | 3.9k | 78.03 |
| 2023-09-30 | $300k | 4.2k | 72.38 |
| 2023-06-30 | $272k | 3.7k | 74.33 |
| 2023-03-31 | $281k | 3.9k | 72.74 |
| 2022-12-31 | $298k | 4.1k | 72.10 |
| 2022-09-30 | $266k | 4.0k | 66.12 |
| 2022-06-30 | $258k | 3.7k | 70.09 |
| 2022-03-31 | $262k | 3.4k | 77.56 |
| 2021-12-31 | $404k | 5.0k | 80.95 |
| 2021-06-30 | $419k | 5.7k | 73.55 |
| 2021-03-31 | $354k | 5.1k | 69.13 |
| 2016-12-31 | $305k | 6.8k | 45.18 |
| 2016-09-30 | $333k | 7.3k | 45.49 |
| 2016-06-30 | $301k | 6.5k | 46.22 |
More positions owned by Sequoia Financial Advisors
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