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iShares Russell 1000 Value Index shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 22k 179.11
2023-12-31 $3.5M 22k 165.25
2023-09-30 $3.2M 21k 151.82
2023-06-30 $3.5M 22k 157.83
2023-03-31 $3.3M 22k 152.26
2022-12-31 $3.3M 22k 151.65
2022-09-30 $2.9M 21k 135.97
2022-06-30 $3.3M 23k 145.09
2022-03-31 $4.0M 24k 165.97
2021-12-31 $3.4M 20k 167.95
2021-09-30 $890k 5.7k 156.58
2021-06-30 $3.2M 20k 158.63
2021-03-31 $3.1M 21k 151.55
2020-12-31 $3.0M 22k 136.71
2020-09-30 $2.6M 22k 118.15
2020-06-30 $0 0 0.00
2020-03-31 $1.9M 20k 99.16
2019-12-31 $2.7M 20k 136.48
2019-09-30 $2.6M 20k 128.24
2019-06-30 $2.2M 18k 127.20
2019-03-31 $2.4M 20k 123.49
2018-12-31 $5.3M 48k 111.05
2018-09-30 $3.0M 24k 126.64
2018-06-30 $3.3M 29k 117.15
2018-03-31 $3.0M 26k 115.34
2017-12-31 $3.0M 25k 119.41
2017-09-30 $2.9M 25k 113.84
2017-06-30 $1.8M 16k 109.30
2017-03-31 $1.8M 16k 107.90
2016-12-31 $1.9M 18k 105.88
2016-09-30 $2.6M 25k 101.48
2016-06-30 $8.7M 85k 103.24
2016-03-31 $75k 7.4k 10.12
2015-12-31 $706k 6.8k 104.45
2015-09-30 $11M 114k 93.28
2015-06-30 $11M 105k 103.15
2015-03-31 $7.1M 69k 103.07
2014-12-31 $706k 6.8k 104.45
2014-09-30 $687k 6.9k 100.13
2014-06-30 $655k 6.5k 101.21
2014-03-31 $270k 2.8k 96.67
2013-12-31 $426k 4.5k 94.23

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View all positions for Sequoia Financial Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index