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Sequoia Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sequoia Financial Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.4M Sell
74,305
-423
-0.6% -$168K 0.15% 101
2026
Q1 		$26.6M Sell
74,728
-4,592
-6% -$1.71M 0.15% 106
2025
Q4 		$29.6M Sell
79,320
-743
-0.9% -$275K 0.17% 104
2025
Q3 		$29.3M Buy
80,063
+39
+0% +$13.7K 0.18% 100
2025
Q2 		$27.2M Buy
80,024
+1,705
+2% +$535K 0.19% 101
2025
Q1 		$24M Sell
78,319
-371
-0.5% -$120K 0.19% 108
2024
Q4 		$25.4M Sell
78,690
-1,890
-2% -$612K 0.24% 90
2024
Q3 		$25.3M Buy
80,580
+1,786
+2% +$541K 0.27% 84
2024
Q2 		$23.4M Buy
78,794
+2,331
+3% +$669K 0.28% 81
2024
Q1 		$22M Sell
76,463
-2,309
-3% -$633K 0.27% 82
2023
Q4 		$20.7M Buy
78,772
+12,191
+18% +$2.98M 0.26% 82
2023
Q3 		$15.6M Sell
66,581
-3,538
-5% -$866K 0.27% 72
2023
Q2 		$17.1M Buy
70,119
+1,107
+2% +$255K 0.29% 67
2023
Q1 		$15.5M Sell
69,012
-1,140
-2% -$251K 0.35% 53
2022
Q4 		$14.8M Buy
70,152
+8,687
+14% +$1.84M 0.36% 55
2022
Q3 		$12.1M Sell
61,465
-5,866
-9% -$1.29M 0.38% 45
2022
Q2 		$14M Sell
67,331
-3,592
-5% -$812K 0.4% 44
2022
Q1 		$17.7M Sell
70,923
-679
-0.9% -$168K 0.44% 38
2021
Q4 		$18.9M Buy
71,602
+69,128
+2,794% +$17.8M 0.52% 32
2021
Q3 		$598K Sell
2,474
-6,605
-73% -$1.64M 0.06% 136
2021
Q2 		$2.2M Buy
9,079
+1,217
+15% +$287K 0.08% 143
2021
Q1 		$1.76M Sell
7,862
-11,702
-60% -$2.56M 0.07% 142
2020
Q4 		$4.14M Buy
19,564
+495
+3% +$98.8K 0.19% 76
2020
Q3 		$3.57M Buy
19,069
+292
+2% +$53.9K 0.19% 71
2020
Q2 		$3.22M Buy
18,777
+14,440
+333% +$2.34M 0.19% 64
2020
Q1 		$614K Buy
4,337
+523
+14% +$88.4K 0.05% 168
2019
Q4 		$680K Buy
3,814
+1,055
+38% +$180K 0.04% 181
2019
Q3 		$454K Hold
2,759
– – 0.03% 207
2019
Q2 		$449K Sell
2,759
-148
-5% -$23.7K 0.03% 213
2019
Q1 		$457K Buy
2,907
+433
+18% +$65.5K 0.04% 198
2018
Q4 		$343K Hold
2,474
– – 0.04% 187
2018
Q3 		$400K Hold
2,474
– – 0.04% 185
2018
Q2 		$376K Hold
2,474
– – 0.04% 187
2018
Q1 		$363K Sell
2,474
-400
-14% -$60.8K 0.04% 202
2017
Q4 		$427K Buy
2,874
+371
+15% +$53.7K 0.05% 182
2017
Q3 		$350K Hold
2,503
– – 0.04% 193
2017
Q2 		$339K Hold
2,503
– – 0.04% 194
2017
Q1 		$329K Hold
2,503
– – 0.04% 183
2016
Q4 		$312K Hold
2,503
– – 0.04% 189
2016
Q3 		$302K Hold
2,503
– – 0.06% 172
2016
Q2 		$293K Hold
2,503
– – 0.08% 172
2016
Q1 		$286K Hold
2,503
– – 0.09% 143
2015
Q4 		$284K Hold
2,503
– – 0.11% 134
2015
Q3 		$268K Hold
2,503
– – 0.12% 132
2015
Q2 		$290K Hold
2,503
– – 0.12% 142
2015
Q1 		$290K Hold
2,503
– – 0.13% 134
2014
Q4 		$287K Buy
2,503
+29
+1% +$3.25K 0.2% 111
2014
Q3 		$272K Hold
2,474
– – 0.19% 119
2014
Q2 		$272K Hold
2,474
– – 0.21% 113
2014
Q1 		$259K Hold
2,474
– – 0.22% 118
2013
Q4 		$255K Buy
+2,474
New +$245K 0.21% 110

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequoia Financial Advisors's IWB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.57% in Q2 2026, selling an estimated $168K and leaving 74,305 shares worth $30.4M. The position accounts for 0.15% of the portfolio, ranked #101.

Sequoia Financial Advisors first reported a position in IWB in Q4 2013 and has held it in 51 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sequoia Financial Advisors held 74,305 shares of iShares Russell 1000 ETF worth $30.4M as of Q2 2026.
  • Sequoia Financial Advisors sold 423 iShares Russell 1000 ETF shares in Q2 2026, an estimated $168K.
  • iShares Russell 1000 ETF made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Sequoia Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.