Sequoia Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $950K | Sell |
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|
2025
Q2 | $874K | Buy |
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|
2025
Q1 | $793K | Buy |
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|
2024
Q4 | $831K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $994K | Buy |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $928K | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $895K | Buy |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | $514K | Hold |
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|
2020
Q1 | $433K | Buy |
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|
2019
Q4 | $620K | Sell |
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|
2019
Q3 | $736K | Buy |
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|
2019
Q2 | $673K | Hold |
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|
2019
Q1 | $670K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $245K | Buy |
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|
2018
Q1 | $220K | Hold |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $214K | Hold |
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|
2017
Q1 | $213K | Hold |
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|
2016
Q4 | $214K | Buy |
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