ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 695,290 Value ($000) $71,295 Avg Close Range
Q3 2025
Shares 8,083 Value ($000) $808 Avg Close Range
Q2 2025
Shares 7,161 Value ($000) $678 Avg Close Range
Q1 2025
Shares 13,864 Value ($000) $1,280 Avg Close Range
Q4 2024
Shares 13,961 Value ($000) $1,293 Avg Close Range
Q3 2024
Shares 14,023 Value ($000) $1,339 Avg Close Range
Q2 2024
Shares 13,934 Value ($000) $1,228 Avg Close Range
Q1 2024
Shares 14,578 Value ($000) $1,318 Avg Close Range
Q4 2023
Shares 15,496 Value ($000) $1,307 Avg Close Range
Q3 2023
Shares 18,153 Value ($000) $1,355 Avg Close Range
Q2 2023
Shares 18,921 Value ($000) $1,481 Avg Close Range
Q1 2023
Shares 22,715 Value ($000) $1,676 Avg Close Range
Q4 2022
Shares 24,561 Value ($000) $1,735 Avg Close Range
Q3 2022
Shares 26,274 Value ($000) $1,645 Avg Close Range
Q2 2022
Shares 26,934 Value ($000) $1,801 Avg Close Range
Q1 2022
Shares 29,773 Value ($000) $2,259 Avg Close Range
Q4 2021
Shares 27,059 Value ($000) $2,066 Avg Close Range
Q2 2021
Shares 23,773 Value ($000) $1,711 Avg Close Range
Q1 2021
Shares 20,497 Value ($000) $1,412 Avg Close Range
Q4 2020
Shares 21,341 Value ($000) $1,327 Avg Close Range
Q3 2020
Shares 21,860 Value ($000) $1,187 Avg Close Range
Q2 2020
Shares 21,894 Value ($000) $1,144 Avg Close Range
Q1 2020
Shares 19,689 Value ($000) $909 Avg Close Range
Q4 2019
Shares 14,976 Value ($000) $944 Avg Close Range
Q3 2019
Shares 13,359 Value ($000) $772 Avg Close Range
Q2 2019
Shares 15,481 Value ($000) $877 Avg Close Range
Q1 2019
Shares 10,714 Value ($000) $587 Avg Close Range
Q4 2018
Shares 6,698 Value ($000) $329 Avg Close Range