ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 31,680 Value ($000) $4,169 Avg Close — Range —
Q3 2025
Shares 31,692 Value ($000) $4,111 Avg Close — Range —
Q2 2025
Shares 31,647 Value ($000) $3,911 Avg Close — Range —
Q1 2025
Shares 34,811 Value ($000) $4,168 Avg Close — Range —
Q4 2024
Shares 49,975 Value ($000) $6,245 Avg Close — Range —
Q3 2024
Shares 33,780 Value ($000) $4,176 Avg Close — Range —
Q2 2024
Shares 17,268 Value ($000) $1,959 Avg Close — Range —
Q1 2024
Shares 6,634 Value ($000) $785 Avg Close — Range —
Q4 2023
Shares 6,734 Value ($000) $768 Avg Close — Range —
Q3 2023
Shares 5,593 Value ($000) $565 Avg Close — Range —
Q2 2023
Shares 5,590 Value ($000) $599 Avg Close — Range —
Q1 2023
Shares 5,590 Value ($000) $574 Avg Close — Range —
Q4 2022
Shares 5,590 Value ($000) $563 Avg Close — Range —
Q3 2022
Shares 5,290 Value ($000) $476 Avg Close — Range —
Q2 2022
Shares 5,542 Value ($000) $523 Avg Close — Range —
Q1 2022
Shares 5,542 Value ($000) $608 Avg Close — Range —
Q4 2021
Shares 5,542 Value ($000) $613 Avg Close — Range —