ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 16,028 Value ($000) $6,200 Avg Close — Range —
Q3 2025
Shares 11,674 Value ($000) $4,424 Avg Close — Range —
Q2 2025
Shares 11,452 Value ($000) $4,020 Avg Close — Range —
Q1 2025
Shares 12,591 Value ($000) $3,999 Avg Close — Range —
Q4 2024
Shares 2,754 Value ($000) $921 Avg Close — Range —
Q3 2024
Shares 2,231 Value ($000) $729 Avg Close — Range —
Q2 2024
Shares 2,254 Value ($000) $696 Avg Close — Range —
Q1 2024
Shares 2,209 Value ($000) $663 Avg Close — Range —
Q4 2023
Shares 2,174 Value ($000) $595 Avg Close — Range —
Q3 2023
Shares 2,012 Value ($000) $495 Avg Close — Range —
Q2 2023
Shares 2,012 Value ($000) $512 Avg Close — Range —
Q1 2022
Shares 837 Value ($000) $219 Avg Close — Range —