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IBHFIBHF
3 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in ISHARES TR

Sequoia Financial Advisors, LLC holds 159,854 shares of IBHF (ISHARES TR), worth $3.6M as of 2026-Q2. The position was decreased (-52.7% shares). IBHF represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$3.6M

Current Shares

159,854

Total Value Change

-$18.6M

Total Shares Change

-802,885

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
159,854
-52.7%
$3.6M0.0%$22.48
0
2026-Q1
Decreased
337,972
-64.9%
$7.8M0.0%$22.45
0
2025-Q4
New
962,739
-
$22.2M0.1%$22.35
47

Other major holders of IBHF: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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