SFA
Sequoia Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
52,951
-2,991
| -5% | -$645K | 0.08% | 175 |
|
|
2025
Q1 | $11.2M | Buy |
55,942
+256
| +0.5% | +$51.1K | 0.09% | 176 |
|
|
2024
Q4 | $12.3M | Sell |
55,686
-3,147
| -5% | -$695K | 0.12% | 155 |
|
|
2024
Q3 | $13M | Sell |
58,833
-418
| -0.7% | -$92.3K | 0.14% | 132 |
|
|
2024
Q2 | $12M | Sell |
59,251
-122
| -0.2% | -$24.8K | 0.14% | 123 |
|
|
2024
Q1 | $12.5M | Sell |
59,373
-525
| -0.9% | -$110K | 0.16% | 120 |
|
|
2023
Q4 | $12M | Buy |
59,898
+4,750
| +9% | +$953K | 0.15% | 130 |
|
|
2023
Q3 | $9.75M | Sell |
55,148
-2,039
| -4% | -$360K | 0.17% | 105 |
|
|
2023
Q2 | $10.7M | Sell |
57,187
-1,993
| -3% | -$373K | 0.18% | 95 |
|
|
2023
Q1 | $10.6M | Sell |
59,180
-2,512
| -4% | -$448K | 0.23% | 85 |
|
|
2022
Q4 | $10.8M | Sell |
61,692
-8,817
| -13% | -$1.54M | 0.26% | 72 |
|
|
2022
Q3 | $11.6M | Sell |
70,509
-21,123
| -23% | -$3.48M | 0.37% | 48 |
|
|
2022
Q2 | $15.5M | Sell |
91,632
-221,369
| -71% | -$37.5M | 0.44% | 40 |
|
|
2022
Q1 | $64.3M | Buy |
313,001
+85,514
| +38% | +$17.6M | 1.61% | 14 |
|
|
2021
Q4 | $50.6M | Buy |
227,487
+141,953
| +166% | +$31.6M | 1.38% | 15 |
|
|
2021
Q3 | $18.7M | Sell |
85,534
-118,514
| -58% | -$25.9M | 1.9% | 12 |
|
|
2021
Q2 | $46.8M | Buy |
204,048
+17,344
| +9% | +$3.98M | 1.71% | 14 |
|
|
2021
Q1 | $41.3M | Sell |
186,704
-5,828
| -3% | -$1.29M | 1.73% | 11 |
|
|
2020
Q4 | $37.7M | Buy |
192,532
+8,767
| +5% | +$1.72M | 1.73% | 12 |
|
|
2020
Q3 | $27.5M | Buy |
183,765
+10,634
| +6% | +$1.59M | 1.45% | 14 |
|
|
2020
Q2 | $24.8M | Buy |
173,131
+136,897
| +378% | +$19.6M | 1.47% | 15 |
|
|
2020
Q1 | $4.15M | Buy |
36,234
+3,917
| +12% | +$448K | 0.31% | 45 |
|
|
2019
Q4 | $5.35M | Buy |
32,317
+905
| +3% | +$150K | 0.34% | 43 |
|
|
2019
Q3 | $4.75M | Sell |
31,412
-26
| -0.1% | -$3.94K | 0.34% | 44 |
|
|
2019
Q2 | $4.89M | Buy |
31,438
+237
| +0.8% | +$36.9K | 0.36% | 45 |
|
|
2019
Q1 | $4.78M | Sell |
31,201
-1,366
| -4% | -$209K | 0.39% | 40 |
|
|
2018
Q4 | $4.36M | Sell |
32,567
-5,510
| -14% | -$738K | 0.5% | 39 |
|
|
2018
Q3 | $6.42M | Buy |
38,077
+3,510
| +10% | +$592K | 0.64% | 25 |
|
|
2018
Q2 | $5.66M | Buy |
34,567
+4,063
| +13% | +$665K | 0.6% | 29 |
|
|
2018
Q1 | $4.63M | Buy |
30,504
+4,831
| +19% | +$733K | 0.49% | 39 |
|
|
2017
Q4 | $3.91M | Buy |
25,673
+1,615
| +7% | +$246K | 0.41% | 51 |
|
|
2017
Q3 | $3.57M | Sell |
24,058
-6,325
| -21% | -$937K | 0.42% | 50 |
|
|
2017
Q2 | $4.28M | Buy |
30,383
+2,614
| +9% | +$368K | 0.53% | 40 |
|
|
2017
Q1 | $3.82M | Buy |
27,769
+20,369
| +275% | +$2.8M | 0.49% | 41 |
|
|
2016
Q4 | $998K | Buy |
7,400
+5,271
| +248% | +$711K | 0.14% | 100 |
|
|
2016
Q3 | $264K | Sell |
2,129
-3,135
| -60% | -$389K | 0.05% | 187 |
|
|
2016
Q2 | $605K | Buy |
+5,264
| New | +$605K | 0.17% | 100 |
|