ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 92,974 Value ($000) $63,682 Avg Close — Range —
Q3 2025
Shares 89,226 Value ($000) $59,719 Avg Close — Range —
Q2 2025
Shares 88,345 Value ($000) $54,854 Avg Close — Range —
Q1 2025
Shares 88,916 Value ($000) $49,962 Avg Close — Range —
Q4 2024
Shares 85,448 Value ($000) $50,302 Avg Close — Range —
Q3 2024
Shares 87,073 Value ($000) $50,225 Avg Close — Range —
Q2 2024
Shares 94,728 Value ($000) $51,838 Avg Close — Range —
Q1 2024
Shares 96,325 Value ($000) $50,641 Avg Close — Range —
Q4 2023
Shares 104,878 Value ($000) $50,093 Avg Close — Range —
Q3 2023
Shares 83,352 Value ($000) $35,794 Avg Close — Range —
Q2 2023
Shares 80,593 Value ($000) $35,921 Avg Close — Range —
Q1 2023
Shares 91,360 Value ($000) $37,556 Avg Close — Range —
Q4 2022
Shares 93,298 Value ($000) $35,846 Avg Close — Range —
Q3 2022
Shares 69,138 Value ($000) $24,802 Avg Close — Range —
Q2 2022
Shares 80,060 Value ($000) $30,360 Avg Close — Range —
Q1 2022
Shares 92,284 Value ($000) $41,868 Avg Close — Range —
Q4 2021
Shares 76,985 Value ($000) $36,721 Avg Close — Range —
Q3 2021
Shares 14,095 Value ($000) $6,072 Avg Close — Range —
Q2 2021
Shares 29,923 Value ($000) $12,864 Avg Close — Range —
Q1 2021
Shares 24,673 Value ($000) $9,816 Avg Close — Range —
Q4 2020
Shares 24,182 Value ($000) $9,078 Avg Close — Range —
Q3 2020
Shares 24,752 Value ($000) $8,318 Avg Close — Range —
Q2 2020
Shares 23,666 Value ($000) $7,329 Avg Close — Range —
Q1 2020
Shares 23,290 Value ($000) $6,018 Avg Close — Range —
Q4 2019
Shares 21,073 Value ($000) $6,812 Avg Close — Range —
Q3 2019
Shares 20,922 Value ($000) $6,246 Avg Close — Range —
Q2 2019
Shares 19,051 Value ($000) $5,615 Avg Close — Range —
Q1 2019
Shares 19,227 Value ($000) $5,471 Avg Close — Range —
Q4 2018
Shares 18,493 Value ($000) $4,653 Avg Close — Range —
Q3 2018
Shares 17,860 Value ($000) $5,228 Avg Close — Range —
Q2 2018
Shares 17,055 Value ($000) $4,657 Avg Close — Range —
Q1 2018
Shares 17,086 Value ($000) $4,534 Avg Close — Range —
Q4 2017
Shares 17,765 Value ($000) $4,776 Avg Close — Range —
Q3 2017
Shares 15,527 Value ($000) $3,927 Avg Close — Range —
Q2 2017
Shares 15,532 Value ($000) $3,781 Avg Close — Range —
Q1 2017
Shares 15,618 Value ($000) $3,706 Avg Close — Range —
Q4 2016
Shares 16,655 Value ($000) $3,747 Avg Close — Range —
Q3 2016
Shares 15,008 Value ($000) $3,265 Avg Close — Range —
Q2 2016
Shares 14,766 Value ($000) $3,108 Avg Close — Range —
Q1 2016
Shares 14,291 Value ($000) $2,953 Avg Close — Range —
Q4 2015
Shares 12,532 Value ($000) $2,567 Avg Close — Range —
Q3 2015
Shares 7,517 Value ($000) $1,449 Avg Close — Range —
Q2 2015
Shares 6,827 Value ($000) $1,415 Avg Close — Range —
Q1 2015
Shares 6,827 Value ($000) $1,419 Avg Close — Range —
Q4 2014
Shares 6,713 Value ($000) $1,389 Avg Close — Range —
Q3 2014
Shares 6,612 Value ($000) $1,311 Avg Close — Range —
Q2 2014
Shares 6,612 Value ($000) $1,303 Avg Close — Range —
Q1 2014
Shares 6,612 Value ($000) $1,244 Avg Close — Range —
Q4 2013
Shares 6,612 Value ($000) $1,228 Avg Close — Range —