ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 13,871 Value ($000) $2,514 Avg Close — Range —
Q3 2025
Shares 5,374 Value ($000) $950 Avg Close — Range —
Q2 2025
Shares 5,541 Value ($000) $874 Avg Close — Range —
Q1 2025
Shares 5,254 Value ($000) $793 Avg Close — Range —
Q4 2024
Shares 5,063 Value ($000) $831 Avg Close — Range —
Q3 2024
Shares 6,469 Value ($000) $1,079 Avg Close — Range —
Q2 2024
Shares 6,504 Value ($000) $991 Avg Close — Range —
Q1 2024
Shares 6,448 Value ($000) $1,024 Avg Close — Range —
Q4 2023
Shares 6,401 Value ($000) $994 Avg Close — Range —
Q3 2023
Shares 6,353 Value ($000) $861 Avg Close — Range —
Q2 2023
Shares 7,896 Value ($000) $1,112 Avg Close — Range —
Q1 2023
Shares 7,832 Value ($000) $1,073 Avg Close — Range —
Q4 2022
Shares 7,975 Value ($000) $1,106 Avg Close — Range —
Q3 2022
Shares 7,893 Value ($000) $1,018 Avg Close — Range —
Q2 2022
Shares 6,813 Value ($000) $928 Avg Close — Range —
Q1 2022
Shares 8,323 Value ($000) $1,343 Avg Close — Range —
Q4 2021
Shares 7,193 Value ($000) $1,194 Avg Close — Range —
Q3 2021
Shares 1,756 Value ($000) $281 Avg Close — Range —
Q2 2021
Shares 7,189 Value ($000) $1,192 Avg Close — Range —
Q1 2021
Shares 7,189 Value ($000) $1,146 Avg Close — Range —
Q4 2020
Shares 6,795 Value ($000) $895 Avg Close — Range —
Q3 2020
Shares 5,708 Value ($000) $567 Avg Close — Range —
Q2 2020
Shares 5,279 Value ($000) $514 Avg Close — Range —
Q1 2020
Shares 5,279 Value ($000) $433 Avg Close — Range —
Q4 2019
Shares 4,822 Value ($000) $620 Avg Close — Range —
Q3 2019
Shares 6,160 Value ($000) $736 Avg Close — Range —
Q2 2019
Shares 5,587 Value ($000) $673 Avg Close — Range —
Q1 2019
Shares 5,587 Value ($000) $670 Avg Close — Range —
Q3 2018
Shares 1,848 Value ($000) $246 Avg Close — Range —
Q2 2018
Shares 1,855 Value ($000) $245 Avg Close — Range —
Q1 2018
Shares 1,802 Value ($000) $220 Avg Close — Range —
Q4 2017
Shares 1,802 Value ($000) $227 Avg Close — Range —
Q3 2017
Shares 1,802 Value ($000) $224 Avg Close — Range —
Q2 2017
Shares 1,802 Value ($000) $214 Avg Close — Range —
Q1 2017
Shares 1,802 Value ($000) $213 Avg Close — Range —
Q4 2016
Shares 1,802 Value ($000) $214 Avg Close — Range —