SFA
Sequoia Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
7,710
+43
| +0.6% | +$5.68K | 0.01% | 673 |
|
|
2025
Q1 | $966K | Buy |
7,667
+225
| +3% | +$28.3K | 0.01% | 624 |
|
|
2024
Q4 | $963K | Sell |
7,442
-3,266
| -31% | -$422K | 0.01% | 587 |
|
|
2024
Q3 | $1.42M | Sell |
10,708
-577
| -5% | -$76.3K | 0.02% | 454 |
|
|
2024
Q2 | $1.36M | Buy |
11,285
+268
| +2% | +$32.4K | 0.02% | 414 |
|
|
2024
Q1 | $1.38M | Sell |
11,017
-324
| -3% | -$40.6K | 0.02% | 403 |
|
|
2023
Q4 | $1.32M | Buy |
11,341
+319
| +3% | +$37.1K | 0.02% | 450 |
|
|
2023
Q3 | $1.15M | Sell |
11,022
-3,609
| -25% | -$377K | 0.02% | 309 |
|
|
2023
Q2 | $1.61M | Buy |
14,631
+1,362
| +10% | +$150K | 0.03% | 269 |
|
|
2023
Q1 | $1.41M | Buy |
13,269
+601
| +5% | +$63.8K | 0.03% | 262 |
|
|
2022
Q4 | $1.33M | Sell |
12,668
-464
| -4% | -$48.9K | 0.03% | 252 |
|
|
2022
Q3 | $1.26M | Buy |
13,132
+525
| +4% | +$50.4K | 0.04% | 193 |
|
|
2022
Q2 | $1.28M | Sell |
12,607
-1,061
| -8% | -$108K | 0.04% | 209 |
|
|
2022
Q1 | $1.64M | Buy |
13,668
+525
| +4% | +$62.8K | 0.04% | 204 |
|
|
2021
Q4 | $1.61M | Buy |
13,143
+8,994
| +217% | +$1.1M | 0.04% | 199 |
|
|
2021
Q3 | $470K | Sell |
4,149
-7,682
| -65% | -$870K | 0.05% | 159 |
|
|
2021
Q2 | $1.36M | Buy |
11,831
+92
| +0.8% | +$10.6K | 0.05% | 176 |
|
|
2021
Q1 | $1.28M | Buy |
11,739
+21
| +0.2% | +$2.3K | 0.05% | 168 |
|
|
2020
Q4 | $1.14M | Sell |
11,718
-21
| -0.2% | -$2.04K | 0.05% | 175 |
|
|
2020
Q3 | $949K | Buy |
11,739
+549
| +5% | +$44.4K | 0.05% | 170 |
|
|
2020
Q2 | $856K | Hold |
11,190
| – | – | 0.05% | 166 |
|
|
2020
Q1 | $717K | Sell |
11,190
-22
| -0.2% | -$1.41K | 0.05% | 154 |
|
|
2019
Q4 | $1.06M | Buy |
11,212
+773
| +7% | +$73.3K | 0.07% | 138 |
|
|
2019
Q3 | $936K | Buy |
10,439
+1,132
| +12% | +$101K | 0.07% | 133 |
|
|
2019
Q2 | $830K | Hold |
9,307
| – | – | 0.06% | 142 |
|
|
2019
Q1 | $808K | Buy |
9,307
+4,465
| +92% | +$388K | 0.07% | 137 |
|
|
2018
Q4 | $370K | Buy |
4,842
+22
| +0.5% | +$1.68K | 0.04% | 175 |
|
|
2018
Q3 | $435K | Hold |
4,820
| – | – | 0.04% | 174 |
|
|
2018
Q2 | $427K | Hold |
4,820
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $417K | Hold |
4,820
| – | – | 0.04% | 179 |
|
|
2017
Q4 | $430K | Buy |
4,820
+650
| +16% | +$58K | 0.05% | 180 |
|
|
2017
Q3 | $354K | Hold |
4,170
| – | – | 0.04% | 190 |
|
|
2017
Q2 | $351K | Hold |
4,170
| – | – | 0.04% | 187 |
|
|
2017
Q1 | $346K | Hold |
4,170
| – | – | 0.04% | 176 |
|
|
2016
Q4 | $335K | Hold |
4,170
| – | – | 0.05% | 177 |
|
|
2016
Q3 | $320K | Hold |
4,170
| – | – | 0.06% | 162 |
|
|
2016
Q2 | $310K | Hold |
4,170
| – | – | 0.09% | 166 |
|
|
2016
Q1 | $296K | Buy |
+4,170
| New | +$296K | 0.1% | 139 |
|