Sequoia Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sequoia Financial Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.1M	Buy	695,650 +360	+0.1%	+$37.8K	0.4%	51
2025 Q4	$71.3M	Buy	695,290 +687,207	+8,502%	+$69.7M	0.4%	52
2025 Q3	$808K	Buy	8,083 +922	+13%	+$89.8K	﹤0.01%	892
2025 Q2	$678K	Sell	7,161 -6,703	-48%	-$605K	﹤0.01%	865
2025 Q1	$1.28M	Sell	13,864 -97	-0.7%	-$9.1K	0.01%	543
2024 Q4	$1.29M	Sell	13,961 -62	-0.4%	-$5.96K	0.01%	509
2024 Q3	$1.34M	Buy	14,023 +89	+0.6%	+$8.18K	0.01%	463
2024 Q2	$1.23M	Sell	13,934 -644	-4%	-$56.8K	0.01%	432
2024 Q1	$1.32M	Sell	14,578 -918	-6%	-$79K	0.02%	415
2023 Q4	$1.31M	Sell	15,496 -2,657	-15%	-$207K	0.02%	454
2023 Q3	$1.35M	Sell	18,153 -768	-4%	-$60.3K	0.02%	284
2023 Q2	$1.48M	Sell	18,921 -3,794	-17%	-$283K	0.03%	279
2023 Q1	$1.68M	Sell	22,715 -1,846	-8%	-$136K	0.04%	238
2022 Q4	$1.73M	Sell	24,561 -1,713	-7%	-$119K	0.04%	214
2022 Q3	$1.65M	Sell	26,274 -660	-2%	-$45.6K	0.05%	168
2022 Q2	$1.8M	Sell	26,934 -2,839	-10%	-$204K	0.05%	187
2022 Q1	$2.26M	Buy	29,773 +2,714	+10%	+$203K	0.06%	180
2021 Q4	$2.07M	Buy	+27,059	New	+$2.01M	0.06%	178
2021 Q3	–	Sell	-23,773	Closed	-$1.71M	–	351
2021 Q2	$1.71M	Buy	23,773 +3,276	+16%	+$236K	0.06%	164
2021 Q1	$1.41M	Sell	20,497 -844	-4%	-$55.4K	0.06%	159
2020 Q4	$1.33M	Sell	21,341 -519	-2%	-$30.4K	0.06%	158
2020 Q3	$1.19M	Sell	21,860 -34	-0.2%	-$1.86K	0.06%	152
2020 Q2	$1.14M	Buy	21,894 +2,205	+11%	+$113K	0.07%	136
2020 Q1	$909K	Buy	19,689 +4,713	+31%	+$271K	0.07%	132
2019 Q4	$944K	Buy	14,976 +1,617	+12%	+$97.5K	0.06%	146
2019 Q3	$772K	Sell	13,359 -2,122	-14%	-$121K	0.06%	147
2019 Q2	$877K	Buy	15,481 +4,767	+44%	+$266K	0.07%	138
2019 Q1	$587K	Buy	10,714 +4,016	+60%	+$215K	0.05%	165
2018 Q4	$329K	Buy	+6,698	New	+$356K	0.04%	193