SFA
Sequoia Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
7,161
-6,703
| -48% | -$634K | ﹤0.01% | 857 |
|
|
2025
Q1 | $1.28M | Sell |
13,864
-97
| -0.7% | -$8.95K | 0.01% | 540 |
|
|
2024
Q4 | $1.29M | Sell |
13,961
-62
| -0.4% | -$5.74K | 0.01% | 507 |
|
|
2024
Q3 | $1.34M | Buy |
14,023
+89
| +0.6% | +$8.5K | 0.01% | 463 |
|
|
2024
Q2 | $1.23M | Sell |
13,934
-644
| -4% | -$56.8K | 0.01% | 430 |
|
|
2024
Q1 | $1.32M | Sell |
14,578
-918
| -6% | -$83K | 0.02% | 413 |
|
|
2023
Q4 | $1.31M | Sell |
15,496
-2,657
| -15% | -$224K | 0.02% | 454 |
|
|
2023
Q3 | $1.35M | Sell |
18,153
-768
| -4% | -$57.3K | 0.02% | 284 |
|
|
2023
Q2 | $1.48M | Sell |
18,921
-3,794
| -17% | -$297K | 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% | -$121K | 0.04% | 214 |
|
|
2022
Q3 | $1.65M | Sell |
26,274
-660
| -2% | -$41.3K | 0.05% | 168 |
|
|
2022
Q2 | $1.8M | Sell |
26,934
-2,839
| -10% | -$190K | 0.05% | 187 |
|
|
2022
Q1 | $2.26M | Buy |
29,773
+2,714
| +10% | +$206K | 0.06% | 180 |
|
|
2021
Q4 | $2.07M | Buy |
+27,059
| New | +$2.07M | 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% | -$58.1K | 0.06% | 159 |
|
|
2020
Q4 | $1.33M | Sell |
21,341
-519
| -2% | -$32.3K | 0.06% | 158 |
|
|
2020
Q3 | $1.19M | Sell |
21,860
-34
| -0.2% | -$1.85K | 0.06% | 152 |
|
|
2020
Q2 | $1.14M | Buy |
21,894
+2,205
| +11% | +$115K | 0.07% | 136 |
|
|
2020
Q1 | $909K | Buy |
19,689
+4,713
| +31% | +$218K | 0.07% | 132 |
|
|
2019
Q4 | $944K | Buy |
14,976
+1,617
| +12% | +$102K | 0.06% | 146 |
|
|
2019
Q3 | $772K | Sell |
13,359
-2,122
| -14% | -$123K | 0.06% | 147 |
|
|
2019
Q2 | $877K | Buy |
15,481
+4,767
| +44% | +$270K | 0.07% | 138 |
|
|
2019
Q1 | $587K | Buy |
10,714
+4,016
| +60% | +$220K | 0.05% | 165 |
|
|
2018
Q4 | $329K | Buy |
+6,698
| New | +$329K | 0.04% | 193 |
|