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

Sequoia Financial Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.53M Buy
26,936
+394
+1% +$91.8K 0.03% 302
2026
Q1 		$5.67M Buy
26,542
+1,659
+7% +$363K 0.03% 295
2025
Q4 		$5.23M Sell
24,883
-416
-2% -$85.9K 0.03% 320
2025
Q3 		$5.15M Buy
25,299
+2,536
+11% +$504K 0.03% 303
2025
Q2 		$4.42M Sell
22,763
-1,148
-5% -$213K 0.03% 303
2025
Q1 		$4.5M Buy
23,911
+607
+3% +$116K 0.03% 283
2024
Q4 		$4.31M Buy
23,304
+2,458
+12% +$471K 0.04% 274
2024
Q3 		$3.96M Sell
20,846
-1,063
-5% -$194K 0.04% 245
2024
Q2 		$3.82M Buy
21,909
+165
+0.8% +$28.9K 0.05% 219
2024
Q1 		$3.89M Buy
21,744
+277
+1% +$46.9K 0.05% 223
2023
Q4 		$3.55M Buy
21,467
+219
+1% +$33.8K 0.04% 253
2023
Q3 		$3.23M Sell
21,248
-791
-4% -$125K 0.06% 186
2023
Q2 		$3.48M Buy
22,039
+556
+3% +$85K 0.06% 186
2023
Q1 		$3.27M Sell
21,483
-33
-0.2% -$5.1K 0.07% 171
2022
Q4 		$3.26M Buy
21,516
+534
+3% +$79.9K 0.08% 157
2022
Q3 		$2.85M Sell
20,982
-1,908
-8% -$287K 0.09% 142
2022
Q2 		$3.32M Sell
22,890
-1,319
-5% -$206K 0.09% 142
2022
Q1 		$4.02M Buy
24,209
+4,060
+20% +$667K 0.1% 131
2021
Q4 		$3.38M Buy
20,149
+14,465
+254% +$2.37M 0.09% 136
2021
Q3 		$890K Sell
5,684
-14,249
-71% -$2.28M 0.09% 113
2021
Q2 		$3.16M Sell
19,933
-668
-3% -$106K 0.12% 116
2021
Q1 		$3.12M Sell
20,601
-1,292
-6% -$187K 0.13% 100
2020
Q4 		$2.99M Buy
21,893
+191
+0.9% +$24.5K 0.14% 95
2020
Q3 		$2.56M Sell
21,702
-471
-2% -$55.9K 0.14% 90
2020
Q2 		$2.5M Buy
22,173
+2,527
+13% +$278K 0.15% 81
2020
Q1 		$1.95M Sell
19,646
-78
-0.4% -$9.72K 0.14% 80
2019
Q4 		$2.69M Sell
19,724
-519
-3% -$68.4K 0.17% 75
2019
Q3 		$2.6M Buy
20,243
+2,625
+15% +$334K 0.19% 70
2019
Q2 		$2.24M Sell
17,618
-1,914
-10% -$240K 0.17% 79
2019
Q1 		$2.41M Sell
19,532
-28,410
-59% -$3.41M 0.2% 73
2018
Q4 		$5.32M Buy
47,942
+24,134
+101% +$2.89M 0.62% 30
2018
Q3 		$3.02M Sell
23,808
-4,669
-16% -$586K 0.3% 57
2018
Q2 		$3.34M Buy
28,477
+2,735
+11% +$333K 0.36% 52
2018
Q1 		$2.97M Buy
25,742
+710
+3% +$88.5K 0.31% 62
2017
Q4 		$2.99M Sell
25,032
-127
-0.5% -$15.4K 0.31% 65
2017
Q3 		$2.86M Buy
25,159
+8,983
+56% +$1.05M 0.34% 58
2017
Q2 		$1.77M Sell
16,176
-126
-0.8% -$14.5K 0.22% 81
2017
Q1 		$1.76M Sell
16,302
-1,860
-10% -$213K 0.22% 79
2016
Q4 		$1.92M Sell
18,162
-7,183
-28% -$777K 0.28% 68
2016
Q3 		$2.57M Sell
25,345
-59,384
-70% -$6.26M 0.48% 37
2016
Q2 		$8.75M Buy
84,729
+10,022
+13% +$1.01M 2.45% 8
2016
Q1 		$7.38M Sell
74,707
-50,473
-40% -$4.73M 2.39% 10
2015
Q4 		$12.3M Buy
125,180
+11,245
+10% +$1.12M 4.94% 2
2015
Q3 		$10.6M Buy
113,935
+9,392
+9% +$932K 4.62% 2
2015
Q2 		$10.8M Buy
104,543
+35,952
+52% +$3.77M 4.56% 3
2015
Q1 		$7.07M Buy
68,591
+61,832
+915% +$6.41M 3.24% 5
2014
Q4 		$706K Sell
6,759
-102
-1% -$10.4K 0.48% 50
2014
Q3 		$687K Buy
6,861
+389
+6% +$39.4K 0.48% 53
2014
Q2 		$655K Buy
6,472
+3,679
+132% +$361K 0.5% 51
2014
Q1 		$270K Sell
2,793
-1,728
-38% -$162K 0.22% 112
2013
Q4 		$426K Buy
+4,521
New +$410K 0.35% 77

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Sequoia Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q2 2026, buying an estimated $91.8K and bringing the position to 26,936 shares worth $6.53M. The position accounts for 0.03% of the portfolio, ranked #302.

Sequoia Financial Advisors first reported a position in IWD in Q4 2013 and has held it in 51 quarters since. The position peaked at $12.3M in Q4 2015. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sequoia Financial Advisors held 26,936 shares of iShares Russell 1000 Value ETF worth $6.53M as of Q2 2026.
  • Sequoia Financial Advisors bought 394 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $91.8K.
  • iShares Russell 1000 Value ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • Sequoia Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's iShares Russell 1000 Value ETF position peaked at $12.3M in Q4 2015.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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