Sequoia Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
11,452
-1,139
| -9% | -$400K | 0.03% | 317 |
|
|
2025
Q1 | $4M | Buy |
12,591
+9,837
| +357% | +$3.12M | 0.03% | 305 |
|
|
2024
Q4 | $921K | Buy |
2,754
+523
| +23% | +$175K | 0.01% | 599 |
|
|
2024
Q3 | $729K | Sell |
2,231
-23
| -1% | -$7.52K | 0.01% | 632 |
|
|
2024
Q2 | $696K | Buy |
2,254
+45
| +2% | +$13.9K | 0.01% | 582 |
|
|
2024
Q1 | $663K | Buy |
2,209
+35
| +2% | +$10.5K | 0.01% | 593 |
|
|
2023
Q4 | $595K | Buy |
2,174
+162
| +8% | +$44.3K | 0.01% | 683 |
|
|
2023
Q3 | $495K | Hold |
2,012
| – | – | 0.01% | 528 |
|
|
2023
Q2 | $512K | Buy |
+2,012
| New | +$512K | 0.01% | 511 |
|
|
2022
Q2 | – | Sell |
-837
| Closed | -$219K | – | 638 |
|
|
2022
Q1 | $219K | Buy |
+837
| New | +$219K | 0.01% | 597 |
|