SFA
Sequoia Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
7,122
-21
| -0.3% | -$6K | 0.01% | 465 |
|
|
2025
Q1 | $1.83M | Buy |
7,143
+4,864
| +213% | +$1.24M | 0.01% | 451 |
|
|
2024
Q4 | $656K | Buy |
2,279
+658
| +41% | +$189K | 0.01% | 712 |
|
|
2024
Q3 | $460K | Sell |
1,621
-31
| -2% | -$8.81K | ﹤0.01% | 779 |
|
|
2024
Q2 | $434K | Buy |
1,652
+33
| +2% | +$8.67K | 0.01% | 751 |
|
|
2024
Q1 | $439K | Buy |
1,619
+153
| +10% | +$41.4K | 0.01% | 726 |
|
|
2023
Q4 | $370K | Buy |
1,466
+44
| +3% | +$11.1K | ﹤0.01% | 843 |
|
|
2023
Q3 | $319K | Sell |
1,422
-101
| -7% | -$22.6K | 0.01% | 665 |
|
|
2023
Q2 | $369K | Buy |
1,523
+228
| +18% | +$55.3K | 0.01% | 615 |
|
|
2023
Q1 | $294K | Sell |
1,295
-116
| -8% | -$26.3K | 0.01% | 628 |
|
|
2022
Q4 | $303K | Sell |
1,411
-128
| -8% | -$27.5K | 0.01% | 579 |
|
|
2022
Q3 | $318K | Hold |
1,539
| – | – | 0.01% | 374 |
|
|
2022
Q2 | $317K | Sell |
1,539
-42
| -3% | -$8.65K | 0.01% | 423 |
|
|
2022
Q1 | $404K | Buy |
1,581
+290
| +22% | +$74.1K | 0.01% | 407 |
|
|
2021
Q4 | $378K | Buy |
+1,291
| New | +$378K | 0.01% | 389 |
|
|
2021
Q3 | – | Sell |
-3,166
| Closed | -$987K | – | 354 |
|
|
2021
Q2 | $987K | Buy |
3,166
+192
| +6% | +$59.9K | 0.04% | 205 |
|
|
2021
Q1 | $894K | Buy |
2,974
+233
| +9% | +$70K | 0.04% | 200 |
|
|
2020
Q4 | $786K | Hold |
2,741
| – | – | 0.04% | 201 |
|
|
2020
Q3 | $607K | Buy |
2,741
+188
| +7% | +$41.6K | 0.03% | 203 |
|
|
2020
Q2 | $528K | Buy |
2,553
+1,005
| +65% | +$208K | 0.03% | 209 |
|
|
2020
Q1 | $245K | Hold |
1,548
| – | – | 0.02% | 301 |
|
|
2019
Q4 | $332K | Buy |
+1,548
| New | +$332K | 0.02% | 281 |
|
|
2019
Q3 | – | Sell |
-1,321
| Closed | -$265K | – | 371 |
|
|
2019
Q2 | $265K | Buy |
+1,321
| New | +$265K | 0.02% | 299 |
|