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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.16M	Sell	14,293 -39	-0.3%	-$8.16K	0.02%	462
2026 Q1	$2.72M	Buy	14,332 +461	+3%	+$89.2K	0.02%	492
2025 Q4	$2.51M	Buy	13,871 +8,497	+158%	+$1.53M	0.01%	506
2025 Q3	$950K	Sell	5,374 -167	-3%	-$28.2K	0.01%	805
2025 Q2	$874K	Buy	5,541 +287	+5%	+$42.7K	0.01%	743
2025 Q1	$793K	Buy	5,254 +191	+4%	+$30.9K	0.01%	701
2024 Q4	$831K	Sell	5,063 -1,406	-22%	-$240K	0.01%	641
2024 Q3	$1.08M	Sell	6,469 -35	-0.5%	-$5.69K	0.01%	519
2024 Q2	$991K	Buy	6,504 +56	+0.9%	+$8.56K	0.01%	486
2024 Q1	$1.02M	Buy	6,448 +47	+0.7%	+$7.12K	0.01%	472
2023 Q4	$994K	Buy	6,401 +48	+0.8%	+$6.65K	0.01%	528
2023 Q3	$861K	Sell	6,353 -1,543	-20%	-$221K	0.02%	373
2023 Q2	$1.11M	Buy	7,896 +64	+0.8%	+$8.65K	0.02%	331
2023 Q1	$1.07M	Sell	7,832 -143	-2%	-$20.7K	0.02%	300
2022 Q4	$1.11M	Buy	7,975 +82	+1%	+$11.6K	0.03%	267
2022 Q3	$1.02M	Buy	7,893 +1,080	+16%	+$156K	0.03%	213
2022 Q2	$928K	Sell	6,813 -1,510	-18%	-$225K	0.03%	241
2022 Q1	$1.34M	Buy	8,323 +1,130	+16%	+$180K	0.03%	224
2021 Q4	$1.19M	Buy	7,193 +5,437	+310%	+$906K	0.03%	225
2021 Q3	$281K	Sell	1,756 -5,433	-76%	-$873K	0.03%	214
2021 Q2	$1.19M	Hold	7,189	–	–	0.04%	187
2021 Q1	$1.15M	Buy	7,189 +394	+6%	+$59.5K	0.05%	177
2020 Q4	$895K	Buy	6,795 +1,087	+19%	+$128K	0.04%	194
2020 Q3	$567K	Buy	5,708 +429	+8%	+$43.6K	0.03%	210
2020 Q2	$514K	Hold	5,279	–	–	0.03%	211
2020 Q1	$433K	Buy	5,279 +457	+9%	+$51.3K	0.03%	212
2019 Q4	$620K	Sell	4,822 -1,338	-22%	-$165K	0.04%	190
2019 Q3	$736K	Buy	6,160 +573	+10%	+$67.7K	0.05%	152
2019 Q2	$673K	Hold	5,587	–	–	0.05%	159
2019 Q1	$670K	Buy	+5,587	New	+$667K	0.06%	151
2018 Q4	–	Sell	-1,848	Closed	-$246K	–	318
2018 Q3	$246K	Sell	1,848 -7	-0.4%	-$943	0.02%	261
2018 Q2	$245K	Buy	1,855 +53	+3%	+$6.83K	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	+$199K	0.03%	251

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.27% in Q2 2026, selling an estimated $8.16K and leaving 14,293 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #462.

Sequoia Financial Advisors first reported a position in IWN in Q4 2016 and has held it in 38 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Sequoia Financial Advisors held 14,293 shares of iShares Russell 2000 Value ETF worth $3.16M as of Q2 2026.
Sequoia Financial Advisors sold 39 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $8.16K.
iShares Russell 2000 Value ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #462 holding.
Sequoia Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 38 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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