Sequoia Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.42M | Buy |
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|
2025
Q2 | $4.02M | Sell |
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|
2025
Q1 | $4M | Buy |
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|
2024
Q4 | $921K | Buy |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $495K | Hold |
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|
2023
Q2 | $512K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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