ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 26,792 Value ($000) $5,682 Avg Close Range
Q3 2025
Shares 27,337 Value ($000) $5,645 Avg Close Range
Q2 2025
Shares 28,645 Value ($000) $5,598 Avg Close Range
Q1 2025
Shares 27,597 Value ($000) $5,259 Avg Close Range
Q4 2024
Shares 9,530 Value ($000) $1,819 Avg Close Range
Q3 2024
Shares 12,873 Value ($000) $2,538 Avg Close Range
Q2 2024
Shares 12,222 Value ($000) $2,224 Avg Close Range
Q1 2024
Shares 12,210 Value ($000) $2,281 Avg Close Range
Q4 2023
Shares 17,619 Value ($000) $3,064 Avg Close Range
Q3 2023
Shares 12,685 Value ($000) $1,951 Avg Close Range
Q2 2023
Shares 12,699 Value ($000) $2,047 Avg Close Range
Q1 2023
Shares 18,364 Value ($000) $2,787 Avg Close Range
Q4 2022
Shares 18,520 Value ($000) $2,687 Avg Close Range
Q3 2022
Shares 10,937 Value ($000) $1,406 Avg Close Range
Q2 2022
Shares 15,159 Value ($000) $2,086 Avg Close Range
Q1 2022
Shares 14,684 Value ($000) $2,287 Avg Close Range
Q4 2021
Shares 10,242 Value ($000) $1,604 Avg Close Range
Q3 2021
Shares 1,482 Value ($000) $216 Avg Close Range
Q2 2021
Shares 8,269 Value ($000) $1,221 Avg Close Range
Q1 2021
Shares 8,269 Value ($000) $1,168 Avg Close Range
Q4 2020
Shares 8,248 Value ($000) $1,056 Avg Close Range
Q3 2020
Shares 8,271 Value ($000) $930 Avg Close Range
Q2 2020
Shares 7,541 Value ($000) $816 Avg Close Range
Q1 2020
Shares 7,541 Value ($000) $726 Avg Close Range
Q4 2019
Shares 7,404 Value ($000) $963 Avg Close Range
Q3 2019
Shares 8,493 Value ($000) $1,012 Avg Close Range
Q2 2019
Shares 7,943 Value ($000) $926 Avg Close Range
Q1 2019
Shares 7,943 Value ($000) $895 Avg Close Range
Q4 2018
Shares 3,421 Value ($000) $346 Avg Close Range
Q3 2018
Shares 3,421 Value ($000) $396 Avg Close Range
Q2 2018
Shares 3,614 Value ($000) $398 Avg Close Range
Q1 2018
Shares 3,614 Value ($000) $395 Avg Close Range
Q4 2017
Shares 4,930 Value ($000) $563 Avg Close Range
Q3 2017
Shares 5,896 Value ($000) $636 Avg Close Range
Q2 2017
Shares 7,221 Value ($000) $758 Avg Close Range
Q1 2017
Shares 4,584 Value ($000) $477 Avg Close Range
Q4 2016
Shares 5,465 Value ($000) $554 Avg Close Range
Q3 2016
Shares 5,837 Value ($000) $554 Avg Close Range
Q2 2016
Shares 10,194 Value ($000) $947 Avg Close Range
Q1 2016
Shares 9,841 Value ($000) $885 Avg Close Range
Q4 2015
Shares 11,697 Value ($000) $1,036 Avg Close Range
Q3 2015
Shares 11,060 Value ($000) $929 Avg Close Range
Q2 2015
Shares 10,340 Value ($000) $953 Avg Close Range
Q1 2015
Shares 10,333 Value ($000) $956 Avg Close Range
Q4 2014
Shares 9,990 Value ($000) $937 Avg Close Range
Q3 2014
Shares 10,304 Value ($000) $928 Avg Close Range
Q2 2014
Shares 9,849 Value ($000) $889 Avg Close Range
Q1 2014
Shares 8,137 Value ($000) $707 Avg Close Range
Q4 2013
Shares 8,960 Value ($000) $766 Avg Close Range