ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 19,711 Value ($000) $2,699 Avg Close Range
Q3 2025
Shares 19,812 Value ($000) $2,821 Avg Close Range
Q2 2025
Shares 16,896 Value ($000) $2,343 Avg Close Range
Q1 2025
Shares 16,938 Value ($000) $1,990 Avg Close Range
Q4 2024
Shares 16,403 Value ($000) $2,079 Avg Close Range
Q3 2024
Shares 16,615 Value ($000) $1,949 Avg Close Range
Q2 2024
Shares 17,161 Value ($000) $1,894 Avg Close Range
Q1 2024
Shares 17,836 Value ($000) $2,036 Avg Close Range
Q4 2023
Shares 27,141 Value ($000) $2,835 Avg Close Range
Q3 2023
Shares 19,150 Value ($000) $1,749 Avg Close Range
Q2 2023
Shares 20,120 Value ($000) $1,944 Avg Close Range
Q1 2023
Shares 22,180 Value ($000) $2,019 Avg Close Range
Q4 2022
Shares 22,967 Value ($000) $1,920 Avg Close Range
Q3 2022
Shares 3,189 Value ($000) $250 Avg Close Range
Q2 2022
Shares 2,989 Value ($000) $237 Avg Close Range
Q1 2022
Shares 2,974 Value ($000) $299 Avg Close Range
Q4 2021
Shares 2,974 Value ($000) $343 Avg Close Range
Q2 2021
Shares 2,729 Value ($000) $309 Avg Close Range
Q1 2021
Shares 2,729 Value ($000) $279 Avg Close Range
Q4 2020
Shares 2,710 Value ($000) $278 Avg Close Range
Q3 2020
Shares 1,372 Value ($000) $237 Avg Close Range