ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 5,165 Value ($000) $628 Avg Close Range
Q3 2025
Shares 3,575 Value ($000) $438 Avg Close Range
Q2 2025
Shares 3,602 Value ($000) $422 Avg Close Range
Q1 2025
Shares 3,707 Value ($000) $449 Avg Close Range
Q4 2024
Shares 4,927 Value ($000) $553 Avg Close Range
Q3 2024
Shares 2,582 Value ($000) $304 Avg Close Range
Q2 2024
Shares 2,582 Value ($000) $281 Avg Close Range
Q1 2024
Shares 3,536 Value ($000) $390 Avg Close Range
Q4 2023
Shares 4,114 Value ($000) $420 Avg Close Range
Q3 2023
Shares 4,114 Value ($000) $407 Avg Close Range
Q2 2023
Shares 2,986 Value ($000) $301 Avg Close Range
Q1 2023
Shares 4,337 Value ($000) $441 Avg Close Range
Q4 2022
Shares 4,835 Value ($000) $504 Avg Close Range
Q3 2022
Shares 3,000 Value ($000) $274 Avg Close Range
Q2 2022
Shares 4,114 Value ($000) $413 Avg Close Range
Q1 2022
Shares 4,897 Value ($000) $523 Avg Close Range
Q4 2021
Shares 4,897 Value ($000) $495 Avg Close Range
Q2 2021
Shares 3,697 Value ($000) $357 Avg Close Range
Q1 2021
Shares 2,569 Value ($000) $244 Avg Close Range
Q4 2020
Shares 2,463 Value ($000) $216 Avg Close Range
Q3 2020
Shares 2,703 Value ($000) $218 Avg Close Range
Q2 2020
Shares 2,703 Value ($000) $219 Avg Close Range
Q1 2020
Shares 3,141 Value ($000) $225 Avg Close Range
Q4 2019
Shares 3,071 Value ($000) $301 Avg Close Range
Q3 2019
Shares 2,961 Value ($000) $279 Avg Close Range
Q2 2019
Shares 4,151 Value ($000) $392 Avg Close Range
Q1 2019
Shares 2,817 Value ($000) $263 Avg Close Range