Sequoia Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Sequoia Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$222K	Sell	1,246 -2,035	-62%	-$347K	1.72%	19
2019 Q3	$541K	Buy	3,281 +1,186	+57%	+$195K	1.11%	27
2019 Q2	$346K	Sell	2,095 -1,245	-37%	-$199K	0.33%	38
2019 Q1	$526K	Hold	3,340	–	–	0.43%	42
2018 Q4	$463K	Buy	3,340 +1	+0%	+$150	0.46%	37
2018 Q3	$540K	Buy	3,339 +38	+1%	+$6.03K	0.46%	41
2018 Q2	$505K	Sell	3,301 -49	-1%	-$7.38K	0.54%	39
2018 Q1	$492K	Sell	3,350 -166	-5%	-$25.2K	0.48%	36
2017 Q4	$537K	Buy	+3,516	New	+$509K	0.48%	36

Other funds holding IWB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Sequoia Wealth Management's IWB Position: Q4 2019 in Review

Sequoia Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 62% in Q4 2019, selling an estimated $347K and leaving 1,246 shares worth $222K. The position accounts for 1.72% of the portfolio, ranked #19.

Sequoia Wealth Management first reported a position in IWB in Q4 2017 and has held it in 9 quarters since. The position peaked at $541K in Q3 2019. 818 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

Sequoia Wealth Management held 1,246 shares of iShares Russell 1000 ETF worth $222K as of Q4 2019.
Sequoia Wealth Management sold 2,035 iShares Russell 1000 ETF shares in Q4 2019, an estimated $347K.
iShares Russell 1000 ETF made up 1.72% of Sequoia Wealth Management's portfolio in Q4 2019, its #19 holding.
Sequoia Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's iShares Russell 1000 ETF position peaked at $541K in Q3 2019.
818 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.