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Sequoia Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Sequoia Financial Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.76M Sell
15,860
-53
-0.3% -$21.8K 0.03% 290
2026
Q1 		$5.9M Sell
15,913
-115
-0.7% -$44.5K 0.03% 289
2025
Q4 		$6.2M Buy
16,028
+4,354
+37% +$1.67M 0.03% 279
2025
Q3 		$4.42M Buy
11,674
+222
+2% +$80.9K 0.03% 325
2025
Q2 		$4.02M Sell
11,452
-1,139
-9% -$370K 0.03% 319
2025
Q1 		$4M Buy
12,591
+9,837
+357% +$3.3M 0.03% 307
2024
Q4 		$921K Buy
2,754
+523
+23% +$176K 0.01% 601
2024
Q3 		$729K Sell
2,231
-23
-1% -$7.24K 0.01% 634
2024
Q2 		$696K Buy
2,254
+45
+2% +$13.4K 0.01% 584
2024
Q1 		$663K Buy
2,209
+35
+2% +$9.98K 0.01% 595
2023
Q4 		$595K Buy
2,174
+162
+8% +$41.3K 0.01% 684
2023
Q3 		$495K Hold
2,012
– – 0.01% 530
2023
Q2 		$512K Buy
+2,012
New +$484K 0.01% 512
2022
Q2 		– Sell
-837
Closed -$219K – 638
2022
Q1 		$219K Buy
+837
New +$217K 0.01% 597

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.33% in Q2 2026, selling an estimated $21.8K and leaving 15,860 shares worth $6.76M. The position accounts for 0.03% of the portfolio, ranked #290.

Sequoia Financial Advisors first reported a position in IWV in Q1 2022 and has held it in 14 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Sequoia Financial Advisors held 15,860 shares of iShares Russell 3000 ETF worth $6.76M as of Q2 2026.
  • Sequoia Financial Advisors sold 53 iShares Russell 3000 ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Russell 3000 ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • Sequoia Financial Advisors first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 14 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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