ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 156,430 Value ($000) $14,729 Avg Close — Range —
Q3 2025
Shares 164,947 Value ($000) $15,693 Avg Close — Range —
Q2 2025
Shares 176,246 Value ($000) $16,544 Avg Close — Range —
Q1 2025
Shares 245,358 Value ($000) $22,980 Avg Close — Range —
Q4 2024
Shares 285,738 Value ($000) $25,371 Avg Close — Range —
Q3 2024
Shares 4,654 Value ($000) $425 Avg Close — Range —
Q2 2024
Shares 5,578 Value ($000) $468 Avg Close — Range —
Q1 2024
Shares 4,861 Value ($000) $406 Avg Close — Range —
Q4 2023
Shares 3,947 Value ($000) $308 Avg Close — Range —
Q3 2023
Shares 4,151 Value ($000) $300 Avg Close — Range —
Q2 2023
Shares 3,660 Value ($000) $272 Avg Close — Range —
Q1 2023
Shares 3,863 Value ($000) $281 Avg Close — Range —
Q4 2022
Shares 4,136 Value ($000) $298 Avg Close — Range —
Q3 2022
Shares 4,023 Value ($000) $266 Avg Close — Range —
Q2 2022
Shares 3,681 Value ($000) $258 Avg Close — Range —
Q1 2022
Shares 3,378 Value ($000) $262 Avg Close — Range —
Q4 2021
Shares 4,991 Value ($000) $404 Avg Close — Range —
Q2 2021
Shares 5,697 Value ($000) $419 Avg Close — Range —
Q1 2021
Shares 5,121 Value ($000) $354 Avg Close — Range —
Q4 2016
Shares 6,751 Value ($000) $305 Avg Close — Range —
Q3 2016
Shares 7,321 Value ($000) $333 Avg Close — Range —
Q2 2016
Shares 6,512 Value ($000) $301 Avg Close — Range —