ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 11,518 Value ($000) $1,934 Avg Close — Range —
Q3 2025
Shares 11,672 Value ($000) $1,920 Avg Close — Range —
Q2 2025
Shares 11,328 Value ($000) $1,704 Avg Close — Range —
Q1 2025
Shares 15,714 Value ($000) $1,997 Avg Close — Range —
Q4 2024
Shares 15,775 Value ($000) $2,198 Avg Close — Range —
Q3 2024
Shares 15,464 Value ($000) $2,040 Avg Close — Range —
Q2 2024
Shares 15,346 Value ($000) $1,956 Avg Close — Range —
Q1 2024
Shares 16,664 Value ($000) $1,953 Avg Close — Range —
Q4 2023
Shares 16,018 Value ($000) $1,667 Avg Close — Range —
Q3 2023
Shares 16,214 Value ($000) $1,538 Avg Close — Range —
Q2 2023
Shares 16,531 Value ($000) $1,614 Avg Close — Range —
Q1 2023
Shares 17,105 Value ($000) $1,518 Avg Close — Range —
Q4 2022
Shares 18,372 Value ($000) $1,498 Avg Close — Range —
Q3 2022
Shares 22,430 Value ($000) $1,798 Avg Close — Range —
Q2 2022
Shares 23,088 Value ($000) $1,933 Avg Close — Range —
Q1 2022
Shares 24,898 Value ($000) $2,631 Avg Close — Range —
Q4 2021
Shares 21,583 Value ($000) $2,496 Avg Close — Range —
Q2 2021
Shares 22,558 Value ($000) $2,278 Avg Close — Range —
Q1 2021
Shares 13,985 Value ($000) $1,270 Avg Close — Range —
Q4 2020
Shares 13,370 Value ($000) $1,186 Avg Close — Range —
Q3 2020
Shares 8,696 Value ($000) $696 Avg Close — Range —
Q2 2020
Shares 4,174 Value ($000) $300 Avg Close — Range —
Q1 2020
Shares 4,544 Value ($000) $259 Avg Close — Range —
Q4 2019
Shares 3,731 Value ($000) $252 Avg Close — Range —
Q3 2019
Shares 3,284 Value ($000) $206 Avg Close — Range —