ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 44,128 Value ($000) $10,863 Avg Close Range
Q3 2025
Shares 46,884 Value ($000) $11,344 Avg Close Range
Q2 2025
Shares 52,951 Value ($000) $11,426 Avg Close Range
Q1 2025
Shares 55,942 Value ($000) $11,160 Avg Close Range
Q4 2024
Shares 55,686 Value ($000) $12,304 Avg Close Range
Q3 2024
Shares 58,833 Value ($000) $12,996 Avg Close Range
Q2 2024
Shares 59,251 Value ($000) $12,021 Avg Close Range
Q1 2024
Shares 59,373 Value ($000) $12,486 Avg Close Range
Q4 2023
Shares 59,898 Value ($000) $12,022 Avg Close Range
Q3 2023
Shares 55,148 Value ($000) $9,748 Avg Close Range
Q2 2023
Shares 57,187 Value ($000) $10,709 Avg Close Range
Q1 2023
Shares 59,180 Value ($000) $10,558 Avg Close Range
Q4 2022
Shares 61,692 Value ($000) $10,757 Avg Close Range
Q3 2022
Shares 70,509 Value ($000) $11,629 Avg Close Range
Q2 2022
Shares 91,632 Value ($000) $15,519 Avg Close Range
Q1 2022
Shares 313,001 Value ($000) $64,250 Avg Close Range
Q4 2021
Shares 227,487 Value ($000) $50,604 Avg Close Range
Q3 2021
Shares 85,534 Value ($000) $18,711 Avg Close Range
Q2 2021
Shares 204,048 Value ($000) $46,802 Avg Close Range
Q1 2021
Shares 186,704 Value ($000) $41,250 Avg Close Range
Q4 2020
Shares 192,532 Value ($000) $37,748 Avg Close Range
Q3 2020
Shares 183,765 Value ($000) $27,526 Avg Close Range
Q2 2020
Shares 173,131 Value ($000) $24,789 Avg Close Range
Q1 2020
Shares 36,234 Value ($000) $4,147 Avg Close Range
Q4 2019
Shares 32,317 Value ($000) $5,354 Avg Close Range
Q3 2019
Shares 31,412 Value ($000) $4,754 Avg Close Range
Q2 2019
Shares 31,438 Value ($000) $4,889 Avg Close Range
Q1 2019
Shares 31,201 Value ($000) $4,777 Avg Close Range
Q4 2018
Shares 32,567 Value ($000) $4,361 Avg Close Range
Q3 2018
Shares 38,077 Value ($000) $6,418 Avg Close Range
Q2 2018
Shares 34,567 Value ($000) $5,661 Avg Close Range
Q1 2018
Shares 30,504 Value ($000) $4,631 Avg Close Range
Q4 2017
Shares 25,673 Value ($000) $3,914 Avg Close Range
Q3 2017
Shares 24,058 Value ($000) $3,565 Avg Close Range
Q2 2017
Shares 30,383 Value ($000) $4,282 Avg Close Range
Q1 2017
Shares 27,769 Value ($000) $3,818 Avg Close Range
Q4 2016
Shares 7,400 Value ($000) $998 Avg Close Range
Q3 2016
Shares 2,129 Value ($000) $264 Avg Close Range
Q2 2016
Shares 5,264 Value ($000) $605 Avg Close Range