SFA
Sequoia Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
49,953
+4,463
| +10% | +$410K | 0.03% | 291 |
|
|
2025
Q1 | $3.87M | Buy |
45,490
+3,980
| +10% | +$339K | 0.03% | 308 |
|
|
2024
Q4 | $3.67M | Sell |
41,510
-4,705
| -10% | -$416K | 0.04% | 296 |
|
|
2024
Q3 | $4.07M | Sell |
46,215
-5,405
| -10% | -$476K | 0.04% | 238 |
|
|
2024
Q2 | $4.19M | Buy |
51,620
+6,460
| +14% | +$524K | 0.05% | 211 |
|
|
2024
Q1 | $3.8M | Buy |
45,160
+1,010
| +2% | +$84.9K | 0.05% | 227 |
|
|
2023
Q4 | $3.43M | Buy |
44,150
+8,808
| +25% | +$685K | 0.04% | 256 |
|
|
2023
Q3 | $2.45M | Buy |
35,342
+8,233
| +30% | +$570K | 0.04% | 208 |
|
|
2023
Q2 | $1.98M | Buy |
27,109
+5,315
| +24% | +$388K | 0.03% | 239 |
|
|
2023
Q1 | $1.52M | Sell |
21,794
-671
| -3% | -$46.9K | 0.03% | 247 |
|
|
2022
Q4 | $1.52M | Buy |
22,465
+3,609
| +19% | +$243K | 0.04% | 229 |
|
|
2022
Q3 | $1.17M | Sell |
18,856
-163
| -0.9% | -$10.1K | 0.04% | 200 |
|
|
2022
Q2 | $1.23M | Sell |
19,019
-1,693
| -8% | -$109K | 0.03% | 212 |
|
|
2022
Q1 | $1.62M | Buy |
20,712
+413
| +2% | +$32.2K | 0.04% | 205 |
|
|
2021
Q4 | $1.69M | Buy |
20,299
+16,633
| +454% | +$1.38M | 0.05% | 195 |
|
|
2021
Q3 | $287K | Sell |
3,666
-22,611
| -86% | -$1.77M | 0.03% | 209 |
|
|
2021
Q2 | $2.08M | Buy |
26,277
+7,799
| +42% | +$618K | 0.08% | 152 |
|
|
2021
Q1 | $1.37M | Buy |
18,478
+2,001
| +12% | +$148K | 0.06% | 164 |
|
|
2020
Q4 | $1.13M | Buy |
16,477
+4
| +0% | +$274 | 0.05% | 177 |
|
|
2020
Q3 | $945K | Sell |
16,473
-1,025
| -6% | -$58.8K | 0.05% | 171 |
|
|
2020
Q2 | $938K | Sell |
17,498
-2,625
| -13% | -$141K | 0.06% | 159 |
|
|
2020
Q1 | $869K | Buy |
20,123
+190
| +1% | +$8.21K | 0.06% | 135 |
|
|
2019
Q4 | $1.19M | Sell |
19,933
-2,856
| -13% | -$170K | 0.08% | 131 |
|
|
2019
Q3 | $1.28M | Buy |
22,789
+3
| +0% | +$168 | 0.09% | 112 |
|
|
2019
Q2 | $1.27M | Buy |
22,786
+8,771
| +63% | +$490K | 0.09% | 113 |
|
|
2019
Q1 | $756K | Buy |
14,015
+9,235
| +193% | +$498K | 0.06% | 144 |
|
|
2018
Q4 | $222K | Buy |
4,780
+3,587
| +301% | +$167K | 0.03% | 254 |
|
|
2018
Q3 | $263K | Buy |
1,193
+1
| +0.1% | +$220 | 0.03% | 254 |
|
|
2018
Q2 | $253K | Hold |
1,192
| – | – | 0.03% | 258 |
|
|
2018
Q1 | $246K | Buy |
1,192
+87
| +8% | +$18K | 0.03% | 249 |
|
|
2017
Q4 | $230K | Buy |
+1,105
| New | +$230K | 0.02% | 262 |
|