Sequoia Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sequoia Financial Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	9,068 +1,146	+14%	+$181K	0.01%	761
2026 Q1	$1.15M	Buy	7,922 +164	+2%	+$24.3K	0.01%	836
2025 Q4	$1.09M	Buy	7,758 +76	+1%	+$10.6K	0.01%	839
2025 Q3	$1.07M	Sell	7,682 -28	-0.4%	-$3.83K	0.01%	743
2025 Q2	$1.02M	Buy	7,710 +43	+0.6%	+$5.39K	0.01%	677
2025 Q1	$966K	Buy	7,667 +225	+3%	+$29.3K	0.01%	628
2024 Q4	$963K	Sell	7,442 -3,266	-31%	-$437K	0.01%	589
2024 Q3	$1.42M	Sell	10,708 -577	-5%	-$72.9K	0.02%	454
2024 Q2	$1.36M	Buy	11,285 +268	+2%	+$32.6K	0.02%	416
2024 Q1	$1.38M	Sell	11,017 -324	-3%	-$38.2K	0.02%	405
2023 Q4	$1.32M	Buy	11,341 +319	+3%	+$34K	0.02%	450
2023 Q3	$1.15M	Sell	11,022 -3,609	-25%	-$398K	0.02%	309
2023 Q2	$1.61M	Buy	14,631 +1,362	+10%	+$143K	0.03%	269
2023 Q1	$1.41M	Buy	13,269 +601	+5%	+$65.6K	0.03%	262
2022 Q4	$1.33M	Sell	12,668 -464	-4%	-$48.7K	0.03%	252
2022 Q3	$1.26M	Buy	13,132 +525	+4%	+$56.1K	0.04%	193
2022 Q2	$1.28M	Sell	12,607 -1,061	-8%	-$119K	0.04%	209
2022 Q1	$1.64M	Buy	13,668 +525	+4%	+$61.8K	0.04%	204
2021 Q4	$1.61M	Buy	13,143 +8,994	+217%	+$1.07M	0.04%	199
2021 Q3	$470K	Sell	4,149 -7,682	-65%	-$889K	0.05%	159
2021 Q2	$1.36M	Buy	11,831 +92	+0.8%	+$10.5K	0.05%	176
2021 Q1	$1.28M	Buy	11,739 +21	+0.2%	+$2.19K	0.05%	168
2020 Q4	$1.14M	Sell	11,718 -21	-0.2%	-$1.89K	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%	-$1.88K	0.05%	154
2019 Q4	$1.06M	Buy	11,212 +773	+7%	+$70.6K	0.07%	138
2019 Q3	$936K	Buy	10,439 +1,132	+12%	+$100K	0.07%	133
2019 Q2	$830K	Hold	9,307	–	–	0.06%	142
2019 Q1	$808K	Buy	9,307 +4,465	+92%	+$377K	0.07%	137
2018 Q4	$370K	Buy	4,842 +22	+0.5%	+$1.84K	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%	+$56.5K	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	+$275K	0.1%	139

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sequoia Financial Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 14% in Q2 2026, buying an estimated $181K and bringing the position to 9,068 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #761.

Sequoia Financial Advisors first reported a position in IWS in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.64M in Q1 2022. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Sequoia Financial Advisors held 9,068 shares of iShares Russell Mid-Cap Value ETF worth $1.49M as of Q2 2026.
Sequoia Financial Advisors bought 1,146 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $181K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #761 holding.
Sequoia Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2016 and has held it in 42 quarters since.
Sequoia Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.64M in Q1 2022.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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