Sequoia Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Buy |
80,024
+1,705
| +2% | +$579K | 0.19% | 101 |
|
|
2025
Q1 | $24M | Sell |
78,319
-371
| -0.5% | -$114K | 0.19% | 108 |
|
|
2024
Q4 | $25.4M | Sell |
78,690
-1,890
| -2% | -$609K | 0.24% | 90 |
|
|
2024
Q3 | $25.3M | Buy |
80,580
+1,786
| +2% | +$561K | 0.27% | 84 |
|
|
2024
Q2 | $23.4M | Buy |
78,794
+2,331
| +3% | +$694K | 0.28% | 81 |
|
|
2024
Q1 | $22M | Sell |
76,463
-2,309
| -3% | -$665K | 0.27% | 82 |
|
|
2023
Q4 | $20.7M | Buy |
78,772
+12,191
| +18% | +$3.2M | 0.26% | 82 |
|
|
2023
Q3 | $15.6M | Sell |
66,581
-3,538
| -5% | -$831K | 0.27% | 72 |
|
|
2023
Q2 | $17.1M | Buy |
70,119
+1,107
| +2% | +$270K | 0.29% | 67 |
|
|
2023
Q1 | $15.5M | Sell |
69,012
-1,140
| -2% | -$257K | 0.35% | 53 |
|
|
2022
Q4 | $14.8M | Buy |
70,152
+8,687
| +14% | +$1.83M | 0.36% | 55 |
|
|
2022
Q3 | $12.1M | Sell |
61,465
-5,866
| -9% | -$1.16M | 0.38% | 45 |
|
|
2022
Q2 | $14M | Sell |
67,331
-3,592
| -5% | -$746K | 0.4% | 44 |
|
|
2022
Q1 | $17.7M | Sell |
70,923
-679
| -0.9% | -$170K | 0.44% | 38 |
|
|
2021
Q4 | $18.9M | Buy |
71,602
+69,128
| +2,794% | +$18.3M | 0.52% | 32 |
|
|
2021
Q3 | $598K | Sell |
2,474
-6,605
| -73% | -$1.6M | 0.06% | 136 |
|
|
2021
Q2 | $2.2M | Buy |
9,079
+1,217
| +15% | +$295K | 0.08% | 143 |
|
|
2021
Q1 | $1.76M | Sell |
7,862
-11,702
| -60% | -$2.62M | 0.07% | 142 |
|
|
2020
Q4 | $4.14M | Buy |
19,564
+495
| +3% | +$105K | 0.19% | 76 |
|
|
2020
Q3 | $3.57M | Buy |
19,069
+292
| +2% | +$54.7K | 0.19% | 71 |
|
|
2020
Q2 | $3.22M | Buy |
18,777
+14,440
| +333% | +$2.48M | 0.19% | 64 |
|
|
2020
Q1 | $614K | Buy |
4,337
+523
| +14% | +$74K | 0.05% | 168 |
|
|
2019
Q4 | $680K | Buy |
3,814
+1,055
| +38% | +$188K | 0.04% | 181 |
|
|
2019
Q3 | $454K | Hold |
2,759
| – | – | 0.03% | 207 |
|
|
2019
Q2 | $449K | Sell |
2,759
-148
| -5% | -$24.1K | 0.03% | 213 |
|
|
2019
Q1 | $457K | Buy |
2,907
+433
| +18% | +$68.1K | 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% | -$58.7K | 0.04% | 202 |
|
|
2017
Q4 | $427K | Buy |
2,874
+371
| +15% | +$55.1K | 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% | +$3.33K | 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 | +$255K | 0.21% | 110 |
|