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

Sequoia Financial Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$874K	Buy	5,541 +287	+5%	+$45.3K	0.01%	738
2025 Q1	$793K	Buy	5,254 +191	+4%	+$28.8K	0.01%	696
2024 Q4	$831K	Sell	5,063 -1,406	-22%	-$231K	0.01%	639
2024 Q3	$1.08M	Sell	6,469 -35	-0.5%	-$5.84K	0.01%	519
2024 Q2	$991K	Buy	6,504 +56	+0.9%	+$8.53K	0.01%	484
2024 Q1	$1.02M	Buy	6,448 +47	+0.7%	+$7.46K	0.01%	470
2023 Q4	$994K	Buy	6,401 +48	+0.8%	+$7.46K	0.01%	528
2023 Q3	$861K	Sell	6,353 -1,543	-20%	-$209K	0.02%	373
2023 Q2	$1.11M	Buy	7,896 +64	+0.8%	+$9.01K	0.02%	331
2023 Q1	$1.07M	Sell	7,832 -143	-2%	-$19.6K	0.02%	300
2022 Q4	$1.11M	Buy	7,975 +82	+1%	+$11.4K	0.03%	267
2022 Q3	$1.02M	Buy	7,893 +1,080	+16%	+$139K	0.03%	213
2022 Q2	$928K	Sell	6,813 -1,510	-18%	-$206K	0.03%	241
2022 Q1	$1.34M	Buy	8,323 +1,130	+16%	+$182K	0.03%	224
2021 Q4	$1.19M	Buy	7,193 +5,437	+310%	+$903K	0.03%	225
2021 Q3	$281K	Sell	1,756 -5,433	-76%	-$869K	0.03%	214
2021 Q2	$1.19M	Hold	7,189	–	–	0.04%	187
2021 Q1	$1.15M	Buy	7,189 +394	+6%	+$62.8K	0.05%	177
2020 Q4	$895K	Buy	6,795 +1,087	+19%	+$143K	0.04%	194
2020 Q3	$567K	Buy	5,708 +429	+8%	+$42.6K	0.03%	210
2020 Q2	$514K	Hold	5,279	–	–	0.03%	211
2020 Q1	$433K	Buy	5,279 +457	+9%	+$37.5K	0.03%	212
2019 Q4	$620K	Sell	4,822 -1,338	-22%	-$172K	0.04%	190
2019 Q3	$736K	Buy	6,160 +573	+10%	+$68.5K	0.05%	152
2019 Q2	$673K	Hold	5,587	–	–	0.05%	159
2019 Q1	$670K	Buy	+5,587	New	+$670K	0.06%	151
2018 Q4	–	Sell	-1,848	Closed	-$246K	–	318
2018 Q3	$246K	Sell	1,848 -7	-0.4%	-$932	0.02%	261
2018 Q2	$245K	Buy	1,855 +53	+3%	+$7K	0.03%	262
2018 Q1	$220K	Hold	1,802	–	–	0.02%	271
2017 Q4	$227K	Hold	1,802	–	–	0.02%	266
2017 Q3	$224K	Hold	1,802	–	–	0.03%	252
2017 Q2	$214K	Hold	1,802	–	–	0.03%	256
2017 Q1	$213K	Hold	1,802	–	–	0.03%	250
2016 Q4	$214K	Buy	+1,802	New	+$214K	0.03%	251