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Sequoia Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sequoia Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– -$183K – 1331
2024
Q2 		– Hold
0
– – – 1115
2024
Q1 		– Hold
0
– – – 1069

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Sequoia Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q2 2026, buying an estimated $31.8K and bringing the position to 47,496 shares worth $14.3M. The position accounts for 0.07% of the portfolio, ranked #178.

Sequoia Financial Advisors first reported a position in IWM in Q2 2016 and has held it in 41 quarters since. The position peaked at $64.3M in Q1 2022. 1,202 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sequoia Financial Advisors held 47,496 shares of iShares Russell 2000 ETF worth $14.3M as of Q2 2026.
  • Sequoia Financial Advisors bought 113 iShares Russell 2000 ETF shares in Q2 2026, an estimated $31.8K.
  • iShares Russell 2000 ETF made up 0.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Sequoia Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 41 quarters since.
  • Sequoia Financial Advisors's iShares Russell 2000 ETF position peaked at $64.3M in Q1 2022.
  • 1,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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